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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 | $87,762 | $51,222+71.3% | $70,544+24.4% | $75,173+16.7% |
| Participation rate | 82.1% | 61.0%+21.2pp | 68.4%+13.8pp | 67.2%+14.9pp |
| Annual return | 19.51% | 30.06%-10.5pp | 32.79%-13.3pp | 160.72%-141.2pp |
| Employer contribution / active EE | $2,459 | $1,827+34.6% | $2,976-17.4% | $2,671-7.9% |
| Participant deferral / active EE | $5,159 | $2,850+81.0% | $4,568+12.9% | $4,126+25.0% |
| Admin fee / account holder | $4,506 | $4,096+10.0% | $6,427-29.9% | $5,651-20.3% |