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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 | $125,987 | $95,404+32.1% | $113,397+11.1% | $82,637+52.5% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 14.79% | 19.08%-4.3pp | 23.20%-8.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,903 | $2,307-17.5% | $2,977-36.1% | $2,552-25.4% |
| Participant deferral / active EE | $2,613 | $4,220-38.1% | $5,076-48.5% | $4,126-36.7% |
| Admin fee / account holder | $80,170 | $9,168+774.4% | $11,957+570.5% | $7,339+992.4% |