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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 | $94,760 | $78,423+20.8% | $95,964-1.3% | $79,856+18.7% |
| Participation rate | 78.4% | 73.5%+4.9pp | 77.1%+1.3pp | 69.6%+8.7pp |
| Annual return | 12.49% | 19.37%-6.9pp | 91.64%-79.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,512 | $1,945-22.3% | $2,541-40.5% | $2,471-38.8% |
| Participant deferral / active EE | $4,028 | $3,440+17.1% | $4,167-3.3% | $3,741+7.7% |
| Admin fee / account holder | $5,011 | $5,622-10.9% | $6,797-26.3% | $5,306-5.6% |