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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 | $115,189 | $86,288+33.5% | $111,306+3.5% | $85,851+34.2% |
| Participation rate | 80.3% | 73.3%+6.9pp | 77.3%+2.9pp | 69.3%+10.9pp |
| Annual return | 16.91% | 19.99%-3.1pp | 54.67%-37.8pp | 318.63%-301.7pp |
| Employer contribution / active EE | $2,679 | $2,044+31.1% | $2,732-1.9% | $2,565+4.4% |
| Participant deferral / active EE | $3,965 | $3,641+8.9% | $4,488-11.6% | $3,952+0.3% |
| Admin fee / account holder | $2,289 | $8,189-72.0% | $7,966-71.3% | $6,261-63.4% |