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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 | $142,062 | $98,760+43.8% | $149,715-5.1% | $79,858+77.9% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.7pp |
| Annual return | 14.81% | 27.43%-12.6pp | 276.66%-261.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $2,015 | $3,217-37.4% | $4,645-56.6% | $2,471-18.4% |
| Participant deferral / active EE | $4,947 | $5,681-12.9% | $6,842-27.7% | $3,740+32.3% |
| Admin fee / account holder | $891 | $6,053-85.3% | $9,310-90.4% | $5,306-83.2% |