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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 | $125,175 | $65,041+92.5% | $90,965+37.6% | $79,858+56.7% |
| Participation rate | 82.1% | 61.6%+20.4pp | 69.0%+13.0pp | 69.6%+12.4pp |
| Annual return | 10.22% | 30.45%-20.2pp | 134.57%-124.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $3,376 | $1,247+170.7% | $2,122+59.1% | $2,471+36.6% |
| Participant deferral / active EE | $7,595 | $2,512+202.4% | $3,373+125.2% | $3,740+103.1% |
| Admin fee / account holder | $32,508 | $4,536+616.7% | $5,960+445.5% | $5,306+512.7% |