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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 | $128,819 | $90,400+42.5% | $186,193-30.8% | $87,485+47.2% |
| Participation rate | 84.8% | 66.2%+18.6pp | 77.1%+7.7pp | 68.9%+15.9pp |
| Annual return | 17.63% | 22.15%-4.5pp | 78.03%-60.4pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,310 | $2,170+6.4% | $3,918-41.0% | $2,596-11.0% |
| Participant deferral / active EE | $4,765 | $4,330+10.0% | $6,513-26.8% | $4,274+11.5% |
| Admin fee / account holder | $1,239 | $8,673-85.7% | $11,058-88.8% | $7,775-84.1% |