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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 | $123,567 | $77,920+58.6% | $149,723-17.5% | $75,177+64.4% |
| Participation rate | 73.0% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.8pp |
| Annual return | 18.78% | 31.72%-12.9pp | 134.50%-115.7pp | 160.75%-142.0pp |
| Employer contribution / active EE | $4,229 | $3,138+34.8% | $4,821-12.3% | $2,671+58.3% |
| Participant deferral / active EE | $6,610 | $3,411+93.8% | $5,682+16.3% | $4,126+60.2% |
| Admin fee / account holder | $779 | $5,951-86.9% | $13,215-94.1% | $5,651-86.2% |