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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 | $107,182 | $77,908+37.6% | $149,696-28.4% | $75,173+42.6% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 13.98% | 31.73%-17.7pp | 134.46%-120.5pp | 160.72%-146.7pp |
| Employer contribution / active EE | $2,753 | $3,138-12.3% | $4,821-42.9% | $2,671+3.1% |
| Participant deferral / active EE | $5,291 | $3,411+55.1% | $5,682-6.9% | $4,126+28.2% |
| Admin fee / account holder | $1,393 | $5,950-76.6% | $13,212-89.5% | $5,651-75.3% |