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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 | $78,232 | $46,596+67.9% | $64,099+22.0% | $75,181+4.1% |
| Participation rate | 84.2% | 65.9%+18.3pp | 72.3%+11.9pp | 67.2%+17.0pp |
| Annual return | 12.90% | 26.04%-13.1pp | 33.70%-20.8pp | 160.69%-147.8pp |
| Employer contribution / active EE | $2,514 | $1,975+27.3% | $2,748-8.5% | $2,671-5.8% |
| Participant deferral / active EE | $1,910 | $2,837-32.7% | $3,881-50.8% | $4,126-53.7% |
| Admin fee / account holder | $5,430 | $2,954+83.8% | $3,070+76.9% | $5,650-3.9% |