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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 | $102,814 | $77,638+32.4% | $156,551-34.3% | $62,881+63.5% |
| Participation rate | 80.8% | 71.2%+9.6pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 7.27% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,708 | $3,444-50.4% | $5,501-68.9% | $2,281-25.1% |
| Participant deferral / active EE | $3,527 | $3,046+15.8% | $4,871-27.6% | $3,203+10.1% |
| Admin fee / account holder | $12,746 | $5,561+129.2% | $13,028-2.2% | $4,296+196.7% |