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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 | $103,292 | $91,559+12.8% | $133,978-22.9% | $79,856+29.3% |
| Participation rate | 75.7% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 11.62% | 61.85%-50.2pp | 45.10%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,156 | $2,384-51.5% | $3,919-70.5% | $2,471-53.2% |
| Participant deferral / active EE | $4,677 | $3,734+25.2% | $5,047-7.3% | $3,741+25.0% |
| Admin fee / account holder | $4,697 | $6,321-25.7% | $8,930-47.4% | $5,306-11.5% |