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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 | $97,661 | $78,423+24.5% | $95,964+1.8% | $79,856+22.3% |
| Participation rate | 92.4% | 73.5%+18.9pp | 77.1%+15.3pp | 69.6%+22.8pp |
| Annual return | 17.45% | 19.37%-1.9pp | 91.64%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,673 | $1,945-14.0% | $2,541-34.2% | $2,471-32.3% |
| Participant deferral / active EE | $4,274 | $3,440+24.2% | $4,167+2.6% | $3,741+14.2% |
| Admin fee / account holder | $1,238 | $5,622-78.0% | $6,797-81.8% | $5,306-76.7% |