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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 | $100,433 | $77,638+29.4% | $156,552-35.8% | $62,881+59.7% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 6.91% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,990 | $3,444-42.2% | $5,501-63.8% | $2,281-12.8% |
| Participant deferral / active EE | $3,890 | $3,046+27.7% | $4,871-20.1% | $3,203+21.4% |
| Admin fee / account holder | $7,014 | $5,561+26.1% | $13,028-46.2% | $4,296+63.3% |