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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 | $103,708 | $78,428+32.2% | $95,960+8.1% | $79,852+29.9% |
| Participation rate | 73.7% | 73.5%+0.2pp | 77.1%-3.4pp | 69.6%+4.0pp |
| Annual return | 14.94% | 19.37%-4.4pp | 91.63%-76.7pp | 31.72%-16.8pp |
| Employer contribution / active EE | $3,103 | $1,945+59.5% | $2,541+22.1% | $2,471+25.6% |
| Participant deferral / active EE | $4,515 | $3,440+31.3% | $4,167+8.4% | $3,740+20.7% |
| Admin fee / account holder | $9,334 | $5,622+66.0% | $6,797+37.3% | $5,306+75.9% |