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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 | $123,005 | $65,395+88.1% | $182,540-32.6% | $72,975+68.6% |
| Participation rate | 75.8% | 65.4%+10.3pp | 78.0%-2.2pp | 69.5%+6.3pp |
| Annual return | 23.47% | 27.68%-4.2pp | 148.58%-125.1pp | 81.01%-57.5pp |
| Employer contribution / active EE | $2,435 | $1,911+27.4% | $4,076-40.3% | $2,440-0.2% |
| Participant deferral / active EE | $4,313 | $3,563+21.1% | $5,525-21.9% | $3,608+19.5% |
| Admin fee / account holder | $10,508 | $4,245+147.6% | $8,593+22.3% | $5,124+105.1% |