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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 | $115,459 | $83,908+37.6% | $68,509+68.5% | $125,389-7.9% |
| Participation rate | 78.9% | 78.2%+0.8pp | 74.7%+4.2pp | 83.2%-4.2pp |
| Annual return | 30.81% | 14.48%+16.3pp | 8.27%+22.5pp | 282.24%-251.4pp |
| Employer contribution / active EE | $3,230 | $3,031+6.6% | $2,278+41.8% | $4,866-33.6% |
| Participant deferral / active EE | $3,675 | $4,125-10.9% | $3,382+8.7% | $5,352-31.3% |
| Admin fee / account holder | $2,705 | $8,982-69.9% | $5,275-48.7% | $9,541-71.6% |