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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 | $120,956 | $81,233+48.9% | $155,567-22.2% | $80,874+49.6% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 25.87% | 33.33%-7.5pp | 64.74%-38.9pp | 35.62%-9.8pp |
| Employer contribution / active EE | $4,100 | $3,101+32.2% | $4,674-12.3% | $2,756+48.8% |
| Participant deferral / active EE | $3,462 | $3,452+0.3% | $5,628-38.5% | $4,297-19.4% |
| Admin fee / account holder | $1,389 | $7,998-82.6% | $15,916-91.3% | $6,935-80.0% |