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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 | $136,052 | $91,179+49.2% | $178,499-23.8% | $79,852+70.4% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 13.14% | 24.19%-11.0pp | 151.10%-138.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,955 | $3,256-39.9% | $5,011-61.0% | $2,471-20.9% |
| Participant deferral / active EE | $4,340 | $3,236+34.1% | $5,202-16.6% | $3,740+16.0% |
| Admin fee / account holder | $6,285 | $6,749-6.9% | $13,986-55.1% | $5,306+18.4% |