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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 | $121,098 | $58,493+107.0% | $84,023+44.1% | $72,976+65.9% |
| Participation rate | 79.1% | 61.2%+17.8pp | 69.0%+10.1pp | 69.5%+9.6pp |
| Annual return | 22.42% | 28.93%-6.5pp | 71.32%-48.9pp | 81.02%-58.6pp |
| Employer contribution / active EE | $1,088 | $1,163-6.4% | $1,984-45.2% | $2,440-55.4% |
| Participant deferral / active EE | $3,969 | $2,394+65.8% | $3,239+22.5% | $3,608+10.0% |
| Admin fee / account holder | $2,988 | $4,569-34.6% | $6,102-51.0% | $5,124-41.7% |