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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 | $106,815 | $83,485+27.9% | $125,195-14.7% | $72,976+46.4% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.5%+12.6pp |
| Annual return | 21.45% | 25.77%-4.3pp | 43.79%-22.3pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,662 | $2,346-29.1% | $3,866-57.0% | $2,440-31.9% |
| Participant deferral / active EE | $2,887 | $3,586-19.5% | $4,937-41.5% | $3,608-20.0% |
| Admin fee / account holder | $7,054 | $5,518+27.8% | $9,704-27.3% | $5,124+37.7% |