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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 | $115,288 | $98,760+16.7% | $149,715-23.0% | $79,858+44.4% |
| Participation rate | 79.5% | 75.8%+3.8pp | 82.5%-2.9pp | 69.6%+9.9pp |
| Annual return | 25.67% | 27.43%-1.8pp | 276.66%-251.0pp | 31.72%-6.0pp |
| Employer contribution / active EE | $686 | $3,217-78.7% | $4,645-85.2% | $2,471-72.2% |
| Participant deferral / active EE | $4,130 | $5,681-27.3% | $6,842-39.6% | $3,740+10.4% |
| Admin fee / account holder | $5,028 | $6,053-16.9% | $9,310-46.0% | $5,306-5.2% |