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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 | $138,956 | $79,449+74.9% | $189,597-26.7% | $85,851+61.9% |
| Participation rate | 82.4% | 66.0%+16.4pp | 78.4%+3.9pp | 69.3%+13.0pp |
| Annual return | 28.03% | 18.45%+9.6pp | 64.20%-36.2pp | 318.63%-290.6pp |
| Employer contribution / active EE | $3,124 | $2,081+50.1% | $4,412-29.2% | $2,565+21.8% |
| Participant deferral / active EE | $8,139 | $4,051+100.9% | $6,174+31.8% | $3,952+105.9% |
| Admin fee / account holder | $4,582 | $5,377-14.8% | $9,807-53.3% | $6,261-26.8% |