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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 | $116,875 | $78,428+49.0% | $95,960+21.8% | $79,852+46.4% |
| Participation rate | 74.1% | 73.5%+0.6pp | 77.1%-3.0pp | 69.6%+4.4pp |
| Annual return | 19.26% | 19.37%-0.1pp | 91.63%-72.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $3,024 | $1,945+55.5% | $2,541+19.0% | $2,471+22.4% |
| Participant deferral / active EE | $3,197 | $3,440-7.1% | $4,167-23.3% | $3,740-14.5% |
| Admin fee / account holder | $3,585 | $5,622-36.2% | $6,797-47.2% | $5,306-32.4% |