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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 | $128,085 | $55,453+131.0% | $170,435-24.8% | $62,293+105.6% |
| Participation rate | 77.8% | 66.4%+11.4pp | 83.6%-5.8pp | 69.5%+8.3pp |
| Annual return | 17.56% | 21.38%-3.8pp | 205.94%-188.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,360 | $2,164-37.2% | $5,432-75.0% | $2,042-33.4% |
| Participant deferral / active EE | $6,115 | $2,303+165.6% | $4,939+23.8% | $3,169+93.0% |
| Admin fee / account holder | $5,049 | $455+1009.6% | $13,881-63.6% | $479+953.4% |