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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 | $103,934 | $46,534+123.3% | $64,097+62.2% | $75,177+38.3% |
| Participation rate | 73.6% | 65.9%+7.6pp | 72.3%+1.3pp | 67.2%+6.4pp |
| Annual return | 17.20% | 26.07%-8.9pp | 33.75%-16.5pp | 160.75%-143.6pp |
| Employer contribution / active EE | $3,773 | $1,976+91.0% | $2,750+37.2% | $2,671+41.3% |
| Participant deferral / active EE | $2,162 | $2,835-23.7% | $3,881-44.3% | $4,126-47.6% |
| Admin fee / account holder | $964 | $2,957-67.4% | $3,070-68.6% | $5,651-82.9% |