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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 | $126,020 | $78,690+60.1% | $161,489-22.0% | $87,485+44.0% |
| Participation rate | 98.2% | 67.5%+30.8pp | 78.7%+19.5pp | 68.9%+29.3pp |
| Annual return | 13.98% | 32.74%-18.8pp | 89.72%-75.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $3,829 | $2,588+47.9% | $4,268-10.3% | $2,596+47.5% |
| Participant deferral / active EE | $3,323 | $3,311+0.4% | $5,630-41.0% | $4,274-22.2% |
| Admin fee / account holder | $2,847 | $6,724-57.7% | $16,006-82.2% | $7,775-63.4% |