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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 | $101,472 | $77,908+30.2% | $149,696-32.2% | $75,173+35.0% |
| Participation rate | 78.0% | 65.6%+12.4pp | 78.8%-0.8pp | 67.2%+10.8pp |
| Annual return | 16.18% | 31.73%-15.5pp | 134.46%-118.3pp | 160.72%-144.5pp |
| Employer contribution / active EE | $2,713 | $3,138-13.5% | $4,821-43.7% | $2,671+1.6% |
| Participant deferral / active EE | $4,732 | $3,411+38.7% | $5,682-16.7% | $4,126+14.7% |
| Admin fee / account holder | $18,392 | $5,950+209.1% | $13,212+39.2% | $5,651+225.5% |