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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 | $131,982 | $77,908+69.4% | $149,696-11.8% | $75,173+75.6% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 18.61% | 31.73%-13.1pp | 134.46%-115.9pp | 160.72%-142.1pp |
| Employer contribution / active EE | $2,870 | $3,138-8.5% | $4,821-40.5% | $2,671+7.5% |
| Participant deferral / active EE | $9,349 | $3,411+174.1% | $5,682+64.5% | $4,126+126.6% |
| Admin fee / account holder | $27,282 | $5,950+358.6% | $13,212+106.5% | $5,651+382.8% |