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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 | $108,917 | $94,031+15.8% | $115,768-5.9% | $82,448+32.1% |
| Participation rate | 92.8% | 70.4%+22.4pp | 74.4%+18.4pp | 68.1%+24.7pp |
| Annual return | 15.33% | 20.61%-5.3pp | 100.46%-85.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,128 | $2,323+34.6% | $2,940+6.4% | $2,551+22.6% |
| Participant deferral / active EE | $5,001 | $3,972+25.9% | $4,917+1.7% | $4,139+20.8% |
| Admin fee / account holder | $4,984 | $10,249-51.4% | $12,439-59.9% | $7,234-31.1% |