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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 | $111,984 | $77,638+44.2% | $156,551-28.5% | $62,881+78.1% |
| Participation rate | 73.5% | 71.2%+2.3pp | 84.0%-10.5pp | 69.3%+4.2pp |
| Annual return | 7.46% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,490 | $3,444-56.7% | $5,501-72.9% | $2,281-34.7% |
| Participant deferral / active EE | $4,113 | $3,046+35.0% | $4,871-15.6% | $3,203+28.4% |
| Admin fee / account holder | $17,975 | $5,561+223.2% | $13,028+38.0% | $4,296+318.4% |