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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 | $141,774 | $77,920+81.9% | $149,723-5.3% | $75,177+88.6% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 18.84% | 31.72%-12.9pp | 134.50%-115.7pp | 160.75%-141.9pp |
| Employer contribution / active EE | $2,167 | $3,138-30.9% | $4,821-55.1% | $2,671-18.9% |
| Participant deferral / active EE | $4,551 | $3,411+33.4% | $5,682-19.9% | $4,126+10.3% |
| Admin fee / account holder | $1,709 | $5,951-71.3% | $13,215-87.1% | $5,651-69.8% |