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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 | $107,802 | $83,485+29.1% | $125,195-13.9% | $72,976+47.7% |
| Participation rate | 81.1% | 73.3%+7.8pp | 79.8%+1.3pp | 69.5%+11.6pp |
| Annual return | 20.44% | 25.77%-5.3pp | 43.79%-23.4pp | 81.02%-60.6pp |
| Employer contribution / active EE | $1,171 | $2,346-50.1% | $3,866-69.7% | $2,440-52.0% |
| Participant deferral / active EE | $3,922 | $3,586+9.4% | $4,937-20.6% | $3,608+8.7% |
| Admin fee / account holder | $5,857 | $5,518+6.2% | $9,704-39.6% | $5,124+14.3% |