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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 | $134,315 | $108,212+24.1% | $77,513+73.3% | $158,966-15.5% |
| Participation rate | 81.8% | 64.4%+17.4pp | 54.2%+27.6pp | 82.0%-0.1pp |
| Annual return | 13.27% | 31.67%-18.4pp | 54.81%-41.5pp | 302.95%-289.7pp |
| Employer contribution / active EE | $2,194 | $1,325+65.6% | $987+122.4% | $4,762-53.9% |
| Participant deferral / active EE | $6,440 | $2,455+162.3% | $1,861+246.0% | $5,983+7.6% |
| Admin fee / account holder | $1,096 | $3,709-70.4% | $2,859-61.7% | $11,250-90.3% |