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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 | $125,928 | $77,920+61.6% | $149,723-15.9% | $75,177+67.5% |
| Participation rate | 81.6% | 65.6%+16.0pp | 78.8%+2.8pp | 67.2%+14.4pp |
| Annual return | 17.29% | 31.72%-14.4pp | 134.50%-117.2pp | 160.75%-143.5pp |
| Employer contribution / active EE | $4,230 | $3,138+34.8% | $4,821-12.3% | $2,671+58.4% |
| Participant deferral / active EE | $2,296 | $3,411-32.7% | $5,682-59.6% | $4,126-44.4% |
| Admin fee / account holder | $3,318 | $5,951-44.2% | $13,215-74.9% | $5,651-41.3% |