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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 | $116,371 | $80,983+43.7% | $96,544+20.5% | $75,177+54.8% |
| Participation rate | 72.4% | 71.8%+0.6pp | 76.0%-3.6pp | 67.2%+5.2pp |
| Annual return | 15.45% | 27.05%-11.6pp | 25.88%-10.4pp | 160.75%-145.3pp |
| Employer contribution / active EE | $2,163 | $2,282-5.2% | $2,966-27.1% | $2,671-19.0% |
| Participant deferral / active EE | $4,564 | $3,929+16.2% | $4,851-5.9% | $4,126+10.6% |
| Admin fee / account holder | $3,981 | $6,717-40.7% | $8,254-51.8% | $5,651-29.6% |