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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 | $124,404 | $62,672+98.5% | $185,117-32.8% | $70,126+77.4% |
| Participation rate | 91.4% | 63.8%+27.6pp | 77.3%+14.1pp | 69.5%+21.8pp |
| Annual return | 15.59% | 40.79%-25.2pp | 40.50%-24.9pp | 73.15%-57.6pp |
| Employer contribution / active EE | $14,449 | $1,753+724.1% | $4,182+245.5% | $2,343+516.8% |
| Participant deferral / active EE | $1,509 | $3,272-53.9% | $5,045-70.1% | $3,332-54.7% |
| Admin fee / account holder | $3,057 | $3,932-22.2% | $8,159-62.5% | $4,645-34.2% |