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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 | $125,204 | $78,428+59.6% | $95,960+30.5% | $79,852+56.8% |
| Participation rate | 78.1% | 73.5%+4.6pp | 77.1%+1.0pp | 69.6%+8.5pp |
| Annual return | 39.60% | 19.37%+20.2pp | 91.63%-52.0pp | 31.72%+7.9pp |
| Employer contribution / active EE | $1,712 | $1,945-12.0% | $2,541-32.6% | $2,471-30.7% |
| Participant deferral / active EE | $3,075 | $3,440-10.6% | $4,167-26.2% | $3,740-17.8% |
| Admin fee / account holder | $3,174 | $5,622-43.5% | $6,797-53.3% | $5,306-40.2% |