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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,541 | $77,908+75.3% | $149,696-8.8% | $75,173+81.6% |
| Participation rate | 93.0% | 65.6%+27.4pp | 78.8%+14.2pp | 67.2%+25.8pp |
| Annual return | 20.51% | 31.73%-11.2pp | 134.46%-113.9pp | 160.72%-140.2pp |
| Employer contribution / active EE | $3,454 | $3,138+10.1% | $4,821-28.4% | $2,671+29.3% |
| Participant deferral / active EE | $2,506 | $3,411-26.5% | $5,682-55.9% | $4,126-39.3% |
| Admin fee / account holder | $1,500 | $5,950-74.8% | $13,212-88.6% | $5,651-73.4% |