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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 | $134,690 | $81,262+65.7% | $155,602-13.4% | $80,911+66.5% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 13.04% | 33.34%-20.3pp | 64.81%-51.8pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,595 | $3,102-48.6% | $4,675-65.9% | $2,756-42.1% |
| Participant deferral / active EE | $4,664 | $3,451+35.1% | $5,629-17.1% | $4,297+8.5% |
| Admin fee / account holder | $10,849 | $7,992+35.8% | $15,923-31.9% | $6,935+56.5% |