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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 | $119,462 | $78,428+52.3% | $95,960+24.5% | $79,852+49.6% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.4pp | 69.6%+3.1pp |
| Annual return | 16.06% | 19.37%-3.3pp | 91.63%-75.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $2,068 | $1,945+6.3% | $2,541-18.6% | $2,471-16.3% |
| Participant deferral / active EE | $4,774 | $3,440+38.8% | $4,167+14.6% | $3,740+27.6% |
| Admin fee / account holder | $2,748 | $5,622-51.1% | $6,797-59.6% | $5,306-48.2% |