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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 | $131,864 | $81,358+62.1% | $155,556-15.2% | $80,959+62.9% |
| Participation rate | 92.7% | 66.3%+26.4pp | 78.2%+14.5pp | 67.7%+25.0pp |
| Annual return | 12.70% | 33.39%-20.7pp | 64.84%-52.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,868 | $3,106+56.7% | $4,675+4.1% | $2,757+76.6% |
| Participant deferral / active EE | $10,679 | $3,455+209.1% | $5,631+89.7% | $4,300+148.3% |
| Admin fee / account holder | $1,750 | $7,994-78.1% | $15,885-89.0% | $6,925-74.7% |