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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 | $128,646 | $101,752+26.4% | $164,928-22.0% | $80,911+59.0% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 23.71% | 16.73%+7.0pp | 70.08%-46.4pp | 35.63%-11.9pp |
| Employer contribution / active EE | $1,790 | $2,953-39.4% | $4,343-58.8% | $2,756-35.0% |
| Participant deferral / active EE | $3,744 | $4,477-16.4% | $6,034-37.9% | $4,297-12.9% |
| Admin fee / account holder | $4,462 | $8,218-45.7% | $12,684-64.8% | $6,935-35.7% |