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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 | $115,167 | $91,559+25.8% | $133,978-14.0% | $79,856+44.2% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.3pp | 69.6%+2.9pp |
| Annual return | 15.34% | 61.85%-46.5pp | 45.10%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,913 | $2,384+22.2% | $3,919-25.7% | $2,471+17.9% |
| Participant deferral / active EE | $6,692 | $3,734+79.2% | $5,047+32.6% | $3,741+78.9% |
| Admin fee / account holder | $6,020 | $6,321-4.8% | $8,930-32.6% | $5,306+13.4% |