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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 | $98,873 | $65,364+51.3% | $92,909+6.4% | $72,975+35.5% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 22.49% | 42.11%-19.6pp | 109.44%-86.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $3,260 | $2,594+25.7% | $3,653-10.8% | $2,440+33.6% |
| Participant deferral / active EE | $3,920 | $3,128+25.3% | $4,238-7.5% | $3,608+8.6% |
| Admin fee / account holder | $3,646 | $4,251-14.2% | $5,795-37.1% | $5,124-28.9% |