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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 | $81,262+47.5% | $155,602-23.0% | $80,911+48.2% |
| Participation rate | 95.0% | 66.2%+28.8pp | 78.2%+16.8pp | 67.6%+27.4pp |
| Annual return | 13.51% | 33.34%-19.8pp | 64.81%-51.3pp | 35.63%-22.1pp |
| Employer contribution / active EE | $2,413 | $3,102-22.2% | $4,675-48.4% | $2,756-12.4% |
| Participant deferral / active EE | $4,547 | $3,451+31.7% | $5,629-19.2% | $4,297+5.8% |
| Admin fee / account holder | $36,320 | $7,992+354.5% | $15,923+128.1% | $6,935+423.8% |