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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 | $81,442 | $77,638+4.9% | $156,551-48.0% | $62,881+29.5% |
| Participation rate | 75.8% | 71.2%+4.6pp | 84.0%-8.3pp | 69.3%+6.5pp |
| Annual return | 7.54% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,541 | $3,444-26.2% | $5,501-53.8% | $2,281+11.4% |
| Participant deferral / active EE | $5,080 | $3,046+66.8% | $4,871+4.3% | $3,203+58.6% |
| Admin fee / account holder | $3,735 | $5,561-32.8% | $13,028-71.3% | $4,296-13.1% |