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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 | $123,696 | $89,370+38.4% | $141,197-12.4% | $72,976+69.5% |
| Participation rate | 73.8% | 75.1%-1.3pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 22.06% | 111.88%-89.8pp | 71.41%-49.3pp | 81.02%-59.0pp |
| Employer contribution / active EE | $2,707 | $3,115-13.1% | $4,736-42.9% | $2,440+10.9% |
| Participant deferral / active EE | $7,257 | $5,419+33.9% | $6,710+8.2% | $3,608+101.2% |
| Admin fee / account holder | $9,331 | $5,957+56.7% | $10,265-9.1% | $5,124+82.1% |