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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 | $137,048 | $105,210+30.3% | $159,487-14.1% | $85,851+59.6% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.8%-4.1pp | 69.3%+9.4pp |
| Annual return | 16.77% | 45.08%-28.3pp | 263.71%-246.9pp | 318.63%-301.9pp |
| Employer contribution / active EE | $1,848 | $3,319-44.3% | $4,831-61.8% | $2,565-28.0% |
| Participant deferral / active EE | $7,786 | $5,946+30.9% | $7,354+5.9% | $3,952+97.0% |
| Admin fee / account holder | $3,458 | $6,934-50.1% | $10,804-68.0% | $6,261-44.8% |