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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 | $86,032 | $62,672+37.3% | $185,117-53.5% | $70,126+22.7% |
| Participation rate | 87.1% | 63.8%+23.3pp | 77.3%+9.8pp | 69.5%+17.5pp |
| Annual return | 13.89% | 40.79%-26.9pp | 40.50%-26.6pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,519 | $1,753-13.3% | $4,182-63.7% | $2,343-35.1% |
| Participant deferral / active EE | $4,734 | $3,272+44.7% | $5,045-6.2% | $3,332+42.1% |
| Admin fee / account holder | $4,745 | $3,932+20.7% | $8,159-41.8% | $4,645+2.1% |