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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 | $119,879 | $81,276+47.5% | $155,574-22.9% | $80,925+48.1% |
| Participation rate | 95.0% | 66.2%+28.8pp | 78.2%+16.8pp | 67.7%+27.3pp |
| Annual return | 13.51% | 33.36%-19.8pp | 64.87%-51.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,413 | $3,103-22.2% | $4,676-48.4% | $2,756-12.4% |
| Participant deferral / active EE | $4,547 | $3,453+31.7% | $5,629-19.2% | $4,299+5.8% |
| Admin fee / account holder | $36,320 | $7,993+354.4% | $15,914+128.2% | $6,940+423.3% |