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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 | $87,417 | $76,407+14.4% | $150,298-41.8% | $82,448+6.0% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 15.75% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,889 | $2,614+10.5% | $4,154-30.5% | $2,551+13.2% |
| Participant deferral / active EE | $3,284 | $3,214+2.2% | $5,453-39.8% | $4,139-20.7% |
| Admin fee / account holder | $3,628 | $6,352-42.9% | $14,116-74.3% | $7,234-49.9% |