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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 | $104,308 | $83,485+24.9% | $125,195-16.7% | $72,976+42.9% |
| Participation rate | 75.7% | 73.3%+2.4pp | 79.8%-4.1pp | 69.5%+6.2pp |
| Annual return | 20.80% | 25.77%-5.0pp | 43.79%-23.0pp | 81.02%-60.2pp |
| Employer contribution / active EE | $2,920 | $2,346+24.5% | $3,866-24.5% | $2,440+19.7% |
| Participant deferral / active EE | $6,768 | $3,586+88.7% | $4,937+37.1% | $3,608+87.6% |
| Admin fee / account holder | $1,134 | $5,518-79.4% | $9,704-88.3% | $5,124-77.9% |