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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 | $91,567 | $78,423+16.8% | $95,964-4.6% | $79,856+14.7% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 15.16% | 19.37%-4.2pp | 91.64%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,902 | $1,945+49.2% | $2,541+14.2% | $2,471+17.4% |
| Participant deferral / active EE | $5,099 | $3,440+48.2% | $4,167+22.4% | $3,741+36.3% |
| Admin fee / account holder | $3,920 | $5,622-30.3% | $6,797-42.3% | $5,306-26.1% |