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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 | $128,917 | $71,230+81.0% | $93,727+37.5% | $80,959+59.2% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.7%+7.3pp |
| Annual return | 19.06% | 11.26%+7.8pp | 133.83%-114.8pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,897 | $1,565+21.2% | $2,421-21.7% | $2,757-31.2% |
| Participant deferral / active EE | $5,668 | $4,037+40.4% | $4,417+28.3% | $4,300+31.8% |
| Admin fee / account holder | $3,331 | $6,961-52.1% | $8,292-59.8% | $6,925-51.9% |