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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 | $130,016 | $84,236+54.3% | $170,439-23.7% | $70,124+85.4% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 12.98% | 23.06%-10.1pp | 205.94%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,009 | $3,387-40.7% | $5,433-63.0% | $2,342-14.2% |
| Participant deferral / active EE | $3,147 | $3,086+2.0% | $4,939-36.3% | $3,332-5.5% |
| Admin fee / account holder | $424 | $5,698-92.6% | $13,881-96.9% | $4,645-90.9% |