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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 | $108,849 | $91,559+18.9% | $133,959-18.7% | $79,858+36.3% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 18.93% | 61.85%-42.9pp | 45.09%-26.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,839 | $2,384-22.8% | $3,919-53.1% | $2,471-25.6% |
| Participant deferral / active EE | $2,190 | $3,734-41.3% | $5,047-56.6% | $3,740-41.4% |
| Admin fee / account holder | $7,241 | $6,321+14.6% | $8,928-18.9% | $5,306+36.5% |