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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 | $117,016 | $89,370+30.9% | $141,197-17.1% | $72,976+60.3% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 26.17% | 111.88%-85.7pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $2,109 | $3,115-32.3% | $4,736-55.5% | $2,440-13.6% |
| Participant deferral / active EE | $3,925 | $5,419-27.6% | $6,710-41.5% | $3,608+8.8% |
| Admin fee / account holder | $1,606 | $5,957-73.0% | $10,265-84.4% | $5,124-68.7% |