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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 | $99,928 | $65,395+52.8% | $182,540-45.3% | $72,975+36.9% |
| Participation rate | 83.1% | 65.4%+17.6pp | 78.0%+5.1pp | 69.5%+13.6pp |
| Annual return | 25.48% | 27.68%-2.2pp | 148.58%-123.1pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,833 | $1,911-4.1% | $4,076-55.0% | $2,440-24.9% |
| Participant deferral / active EE | $2,210 | $3,563-38.0% | $5,525-60.0% | $3,608-38.8% |
| Admin fee / account holder | $3,349 | $4,245-21.1% | $8,593-61.0% | $5,124-34.6% |