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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 | $127,746 | $78,423+62.9% | $95,964+33.1% | $79,856+60.0% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 16.13% | 19.37%-3.2pp | 91.64%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,828 | $1,945-6.0% | $2,541-28.1% | $2,471-26.0% |
| Participant deferral / active EE | $3,865 | $3,440+12.4% | $4,167-7.2% | $3,741+3.3% |
| Admin fee / account holder | $2,454 | $5,622-56.4% | $6,797-63.9% | $5,306-53.8% |