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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 | $127,115 | $95,406+33.2% | $185,849-31.6% | $85,847+48.1% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 25.27% | 23.59%+1.7pp | 122.10%-96.8pp | 318.61%-293.3pp |
| Employer contribution / active EE | $3,724 | $3,314+12.4% | $5,169-27.9% | $2,565+45.2% |
| Participant deferral / active EE | $3,701 | $3,424+8.1% | $5,569-33.5% | $3,952-6.3% |
| Admin fee / account holder | $2,034 | $7,214-71.8% | $16,244-87.5% | $6,261-67.5% |