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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 | $133,431 | $98,766+35.1% | $149,730-10.9% | $79,852+67.1% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.6%+6.8pp |
| Annual return | 16.17% | 27.43%-11.3pp | 276.70%-260.5pp | 31.72%-15.5pp |
| Employer contribution / active EE | $3,242 | $3,217+0.8% | $4,645-30.2% | $2,471+31.2% |
| Participant deferral / active EE | $7,562 | $5,681+33.1% | $6,843+10.5% | $3,740+102.2% |
| Admin fee / account holder | $16,253 | $6,052+168.6% | $9,310+74.6% | $5,306+206.3% |