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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 | $79,458 | $65,395+21.5% | $182,540-56.5% | $72,975+8.9% |
| Participation rate | 76.2% | 65.4%+10.7pp | 78.0%-1.8pp | 69.5%+6.7pp |
| Annual return | 19.46% | 27.68%-8.2pp | 148.58%-129.1pp | 81.01%-61.6pp |
| Employer contribution / active EE | $2,539 | $1,911+32.9% | $4,076-37.7% | $2,440+4.1% |
| Participant deferral / active EE | $4,711 | $3,563+32.2% | $5,525-14.7% | $3,608+30.6% |
| Admin fee / account holder | $9,710 | $4,245+128.8% | $8,593+13.0% | $5,124+89.5% |