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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 | $106,199 | $77,908+36.3% | $149,696-29.1% | $75,173+41.3% |
| Participation rate | 83.0% | 65.6%+17.4pp | 78.8%+4.2pp | 67.2%+15.8pp |
| Annual return | 14.27% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $2,977 | $3,138-5.1% | $4,821-38.2% | $2,671+11.5% |
| Participant deferral / active EE | $4,756 | $3,411+39.4% | $5,682-16.3% | $4,126+15.3% |
| Admin fee / account holder | $13,058 | $5,950+119.5% | $13,212-1.2% | $5,651+131.1% |