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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 | $109,503 | $58,848+86.1% | $88,179+24.2% | $82,637+32.5% |
| Participation rate | 76.5% | 57.9%+18.6pp | 69.1%+7.3pp | 68.1%+8.4pp |
| Annual return | 15.73% | 22.76%-7.0pp | 64.97%-49.2pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,466 | $1,678+46.9% | $2,549-3.3% | $2,552-3.4% |
| Participant deferral / active EE | $6,607 | $3,124+111.5% | $4,614+43.2% | $4,126+60.1% |
| Admin fee / account holder | $5,933 | $4,795+23.7% | $7,673-22.7% | $7,339-19.2% |