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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 | $125,864 | $89,367+40.8% | $141,191-10.9% | $72,975+72.5% |
| Participation rate | 85.4% | 75.1%+10.3pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 22.20% | 111.87%-89.7pp | 71.41%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $2,690 | $3,115-13.6% | $4,736-43.2% | $2,440+10.2% |
| Participant deferral / active EE | $5,477 | $5,419+1.1% | $6,710-18.4% | $3,608+51.8% |
| Admin fee / account holder | $2,276 | $5,957-61.8% | $10,264-77.8% | $5,124-55.6% |