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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 | $110,335 | $58,851+87.5% | $115,170-4.2% | $72,983+51.2% |
| Participation rate | 89.8% | 65.5%+24.2pp | 75.9%+13.9pp | 69.5%+20.3pp |
| Annual return | 15.71% | 23.16%-7.5pp | 35.60%-19.9pp | 81.01%-65.3pp |
| Employer contribution / active EE | $2,248 | $1,798+25.1% | $3,179-29.3% | $2,440-7.9% |
| Participant deferral / active EE | $3,211 | $2,643+21.5% | $4,169-23.0% | $3,608-11.0% |
| Admin fee / account holder | $23,215 | $6,370+264.5% | $7,089+227.5% | $5,124+353.1% |