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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 | $135,008 | $78,425+72.2% | $95,956+40.7% | $79,858+69.1% |
| Participation rate | 85.0% | 73.5%+11.5pp | 77.1%+7.9pp | 69.6%+15.4pp |
| Annual return | 10.73% | 19.37%-8.6pp | 91.63%-80.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $1,930 | $1,945-0.8% | $2,541-24.1% | $2,471-21.9% |
| Participant deferral / active EE | $3,278 | $3,440-4.7% | $4,167-21.3% | $3,740-12.4% |
| Admin fee / account holder | $11,173 | $5,622+98.7% | $6,797+64.4% | $5,306+110.6% |