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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 | $135,207 | $68,573+97.2% | $120,368+12.3% | $80,874+67.2% |
| Participation rate | 80.8% | 61.6%+19.2pp | 71.9%+8.9pp | 67.6%+13.1pp |
| Annual return | 12.51% | 23.61%-11.1pp | 107.26%-94.7pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,599 | $2,052+26.7% | $3,465-25.0% | $2,756-5.7% |
| Participant deferral / active EE | $5,809 | $3,174+83.0% | $4,991+16.4% | $4,297+35.2% |
| Admin fee / account holder | $3,527 | $5,734-38.5% | $9,429-62.6% | $6,935-49.1% |