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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 | $127,103 | $91,559+38.8% | $133,978-5.1% | $79,856+59.2% |
| Participation rate | 81.1% | 73.3%+7.7pp | 79.8%+1.2pp | 69.6%+11.4pp |
| Annual return | 13.98% | 61.85%-47.9pp | 45.10%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,212 | $2,384-7.2% | $3,919-43.5% | $2,471-10.5% |
| Participant deferral / active EE | $3,804 | $3,734+1.9% | $5,047-24.6% | $3,741+1.7% |
| Admin fee / account holder | $8,028 | $6,321+27.0% | $8,930-10.1% | $5,306+51.3% |