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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 | $101,443 | $58,848+72.4% | $88,179+15.0% | $82,637+22.8% |
| Participation rate | 77.2% | 57.9%+19.3pp | 69.1%+8.0pp | 68.1%+9.1pp |
| Annual return | 16.23% | 22.76%-6.5pp | 64.97%-48.7pp | 53.51%-37.3pp |
| Employer contribution / active EE | $3,365 | $1,678+100.5% | $2,549+32.0% | $2,552+31.8% |
| Participant deferral / active EE | $2,854 | $3,124-8.7% | $4,614-38.2% | $4,126-30.8% |
| Admin fee / account holder | $5,423 | $4,795+13.1% | $7,673-29.3% | $7,339-26.1% |