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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 | $143,436 | $98,766+45.2% | $149,730-4.2% | $79,852+79.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 18.72% | 27.43%-8.7pp | 276.70%-258.0pp | 31.72%-13.0pp |
| Employer contribution / active EE | $1,545 | $3,217-52.0% | $4,645-66.8% | $2,471-37.5% |
| Participant deferral / active EE | $5,180 | $5,681-8.8% | $6,843-24.3% | $3,740+38.5% |
| Admin fee / account holder | $3,587 | $6,052-40.7% | $9,310-61.5% | $5,306-32.4% |