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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 | $113,015 | $89,364+26.5% | $141,177-19.9% | $72,983+54.9% |
| Participation rate | 77.5% | 75.1%+2.3pp | 82.5%-5.0pp | 69.5%+8.0pp |
| Annual return | 30.07% | 111.86%-81.8pp | 71.40%-41.3pp | 81.01%-50.9pp |
| Employer contribution / active EE | $2,380 | $3,115-23.6% | $4,736-49.7% | $2,440-2.5% |
| Participant deferral / active EE | $5,203 | $5,419-4.0% | $6,710-22.5% | $3,608+44.2% |
| Admin fee / account holder | $2,124 | $5,959-64.4% | $10,263-79.3% | $5,124-58.6% |