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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 | $94,979 | $81,208+17.0% | $98,920-4.0% | $79,852+18.9% |
| Participation rate | 79.4% | 72.5%+6.9pp | 76.0%+3.3pp | 69.6%+9.7pp |
| Annual return | 24.31% | 60.99%-36.7pp | 196.47%-172.2pp | 31.72%-7.4pp |
| Employer contribution / active EE | $2,152 | $1,960+9.8% | $2,689-20.0% | $2,471-12.9% |
| Participant deferral / active EE | $4,569 | $3,265+39.9% | $4,245+7.6% | $3,740+22.1% |
| Admin fee / account holder | $3,756 | $6,013-37.5% | $6,643-43.5% | $5,306-29.2% |