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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 | $102,319 | $75,183+36.1% | $123,894-17.4% | $55,167+85.5% |
| Participation rate | 78.2% | 72.8%+5.4pp | 81.4%-3.2pp | 69.0%+9.2pp |
| Annual return | 14.32% | 19.01%-4.7pp | 47.52%-33.2pp | 169.23%-154.9pp |
| Employer contribution / active EE | $1,905 | $2,823-32.5% | $4,617-58.7% | $1,963-2.9% |
| Participant deferral / active EE | $7,376 | $5,084+45.1% | $5,984+23.3% | $3,054+141.5% |
| Admin fee / account holder | $963 | $663+45.4% | $8,357-88.5% | $504+91.1% |