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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 | $97,378 | $45,050+116.2% | $63,018+54.5% | $70,126+38.9% |
| Participation rate | 73.3% | 69.5%+3.8pp | 74.8%-1.5pp | 69.5%+3.8pp |
| Annual return | 23.04% | 18.76%+4.3pp | 87.62%-64.6pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,322 | $2,052-35.6% | $2,761-52.1% | $2,343-43.6% |
| Participant deferral / active EE | $2,563 | $2,466+4.0% | $3,330-23.0% | $3,332-23.1% |
| Admin fee / account holder | $2,203 | $2,834-22.3% | $3,601-38.8% | $4,645-52.6% |