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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 | $142,654 | $85,024+67.8% | $70,544+102.2% | $139,466+2.3% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.4%+24.0pp | 80.3%+12.0pp |
| Annual return | 18.71% | 30.39%-11.7pp | 32.79%-14.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,552 | $3,912-60.3% | $2,976-47.8% | $4,754-67.3% |
| Participant deferral / active EE | $3,105 | $5,891-47.3% | $4,568-32.0% | $6,712-53.7% |
| Admin fee / account holder | $3,317 | $8,928-62.8% | $6,427-48.4% | $11,409-70.9% |