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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 | $118,456 | $100,003+18.5% | $146,685-19.2% | $85,856+38.0% |
| Participation rate | 84.3% | 73.1%+11.2pp | 80.1%+4.2pp | 69.3%+15.0pp |
| Annual return | 21.19% | 18.93%+2.3pp | 22.75%-1.6pp | 318.58%-297.4pp |
| Employer contribution / active EE | $3,844 | $2,559+50.2% | $4,137-7.1% | $2,565+49.8% |
| Participant deferral / active EE | $3,744 | $4,006-6.6% | $5,507-32.0% | $3,952-5.3% |
| Admin fee / account holder | $3,383 | $7,704-56.1% | $10,281-67.1% | $6,261-46.0% |