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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 | $140,056 | $101,778+37.6% | $164,975-15.1% | $80,925+73.1% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.7%+8.3pp |
| Annual return | 11.52% | 16.73%-5.2pp | 70.12%-58.6pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,867 | $2,954-36.8% | $4,343-57.0% | $2,756-32.2% |
| Participant deferral / active EE | $3,726 | $4,477-16.8% | $6,033-38.2% | $4,299-13.3% |
| Admin fee / account holder | $24,210 | $8,221+194.5% | $12,688+90.8% | $6,940+248.8% |