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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 | $142,125 | $87,106+63.2% | $105,607+34.6% | $80,935+75.6% |
| Participation rate | 89.4% | 70.4%+18.9pp | 75.3%+14.1pp | 67.7%+21.7pp |
| Annual return | 14.51% | 17.01%-2.5pp | 116.11%-101.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,662 | $2,396-30.7% | $3,167-47.5% | $2,757-39.7% |
| Participant deferral / active EE | $1,932 | $3,986-51.5% | $5,011-61.4% | $4,299-55.1% |
| Admin fee / account holder | $2,480 | $8,447-70.6% | $10,958-77.4% | $6,924-64.2% |