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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 | $119,868 | $77,920+53.8% | $149,723-19.9% | $75,177+59.4% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 13.95% | 31.72%-17.8pp | 134.50%-120.5pp | 160.75%-146.8pp |
| Employer contribution / active EE | $11,159 | $3,138+255.6% | $4,821+131.5% | $2,671+317.8% |
| Participant deferral / active EE | $5,531 | $3,411+62.1% | $5,682-2.7% | $4,126+34.0% |
| Admin fee / account holder | $707 | $5,951-88.1% | $13,215-94.7% | $5,651-87.5% |