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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 | $131,958 | $91,167+44.7% | $178,498-26.1% | $79,858+65.2% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 14.28% | 24.19%-9.9pp | 151.09%-136.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $4,496 | $3,255+38.1% | $5,011-10.3% | $2,471+81.9% |
| Participant deferral / active EE | $3,625 | $3,236+12.0% | $5,202-30.3% | $3,740-3.1% |
| Admin fee / account holder | $1,812 | $6,747-73.1% | $13,985-87.0% | $5,306-65.9% |