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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 | $118,960 | $70,430+68.9% | $96,572+23.2% | $85,851+38.6% |
| Participation rate | 86.4% | 61.8%+24.6pp | 69.8%+16.5pp | 69.3%+17.0pp |
| Annual return | 14.49% | 18.58%-4.1pp | 37.79%-23.3pp | 318.63%-304.1pp |
| Employer contribution / active EE | $2,290 | $1,413+62.0% | $2,357-2.9% | $2,565-10.7% |
| Participant deferral / active EE | $4,087 | $2,894+41.2% | $3,850+6.2% | $3,952+3.4% |
| Admin fee / account holder | $1,941 | $4,996-61.2% | $6,183-68.6% | $6,261-69.0% |