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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 | $94,340 | $62,672+50.5% | $185,117-49.0% | $70,126+34.5% |
| Participation rate | 89.1% | 63.8%+25.4pp | 77.3%+11.9pp | 69.5%+19.6pp |
| Annual return | 13.81% | 40.79%-27.0pp | 40.50%-26.7pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,527 | $1,753+44.1% | $4,182-39.6% | $2,343+7.9% |
| Participant deferral / active EE | $5,636 | $3,272+72.3% | $5,045+11.7% | $3,332+69.1% |
| Admin fee / account holder | $6,891 | $3,932+75.3% | $8,159-15.5% | $4,645+48.3% |