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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 | $128,917 | $71,208+81.0% | $93,681+37.6% | $80,911+59.3% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.6%+7.4pp |
| Annual return | 19.06% | 11.27%+7.8pp | 133.47%-114.4pp | 35.63%-16.6pp |
| Employer contribution / active EE | $1,897 | $1,564+21.3% | $2,422-21.7% | $2,756-31.2% |
| Participant deferral / active EE | $5,668 | $4,035+40.5% | $4,415+28.4% | $4,297+31.9% |
| Admin fee / account holder | $3,331 | $6,951-52.1% | $8,290-59.8% | $6,935-52.0% |