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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 | $119,622 | $98,766+21.1% | $149,730-20.1% | $79,852+49.8% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.5%-0.4pp | 69.6%+12.5pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.70%-262.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $1,479 | $3,217-54.0% | $4,645-68.2% | $2,471-40.2% |
| Participant deferral / active EE | $10,118 | $5,681+78.1% | $6,843+47.9% | $3,740+170.5% |
| Admin fee / account holder | $3,146 | $6,052-48.0% | $9,310-66.2% | $5,306-40.7% |