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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 | $117,478 | $77,901+50.8% | $149,717-21.5% | $75,181+56.3% |
| Participation rate | 70.3% | 65.6%+4.7pp | 78.8%-8.5pp | 67.2%+3.1pp |
| Annual return | 16.15% | 31.73%-15.6pp | 134.41%-118.3pp | 160.69%-144.5pp |
| Employer contribution / active EE | $2,420 | $3,137-22.9% | $4,820-49.8% | $2,671-9.4% |
| Participant deferral / active EE | $5,464 | $3,411+60.2% | $5,682-3.8% | $4,126+32.4% |
| Admin fee / account holder | $1,892 | $5,949-68.2% | $13,213-85.7% | $5,650-66.5% |