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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 | $124,038 | $80,705+53.7% | $115,768+7.1% | $67,986+82.4% |
| Participation rate | 70.3% | 63.0%+7.3pp | 74.4%-4.1pp | 57.2%+13.1pp |
| Annual return | 15.42% | 18.49%-3.1pp | 100.46%-85.0pp | 31.67%-16.2pp |
| Employer contribution / active EE | $1,131 | $2,046-44.7% | $2,940-61.5% | $2,019-44.0% |
| Participant deferral / active EE | $4,065 | $3,559+14.2% | $4,917-17.3% | $3,358+21.1% |
| Admin fee / account holder | $3,882 | $4,135-6.1% | $12,439-68.8% | $3,203+21.2% |