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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 | $141,946 | $43,496+226.3% | $161,489-12.1% | $64,340+120.6% |
| Participation rate | 87.0% | 53.5%+33.5pp | 78.7%+8.3pp | 55.2%+31.8pp |
| Annual return | 14.15% | 20.76%-6.6pp | 89.72%-75.6pp | 24.14%-10.0pp |
| Employer contribution / active EE | $3,201 | $1,431+123.8% | $4,268-25.0% | $1,862+72.0% |
| Participant deferral / active EE | $5,632 | $1,996+182.2% | $5,6300% | $2,980+89.0% |
| Admin fee / account holder | $6,500 | $2,330+179.0% | $16,006-59.4% | $3,703+75.6% |