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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 | $121,866 | $65,034+87.4% | $90,970+34.0% | $79,856+52.6% |
| Participation rate | 94.3% | 61.6%+32.7pp | 69.0%+25.3pp | 69.6%+24.6pp |
| Annual return | 19.39% | 30.45%-11.1pp | 134.60%-115.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,082 | $1,247+66.9% | $2,122-1.9% | $2,471-15.8% |
| Participant deferral / active EE | $4,091 | $2,512+62.8% | $3,373+21.3% | $3,741+9.4% |
| Admin fee / account holder | $2,135 | $4,536-52.9% | $5,961-64.2% | $5,306-59.8% |