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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 | $141,467 | $98,766+43.2% | $149,730-5.5% | $79,852+77.2% |
| Participation rate | 81.5% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 23.62% | 27.43%-3.8pp | 276.70%-253.1pp | 31.72%-8.1pp |
| Employer contribution / active EE | $2,693 | $3,217-16.3% | $4,645-42.0% | $2,471+9.0% |
| Participant deferral / active EE | $6,186 | $5,681+8.9% | $6,843-9.6% | $3,740+65.4% |
| Admin fee / account holder | $4,054 | $6,052-33.0% | $9,310-56.5% | $5,306-23.6% |