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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 | $113,603 | $76,407+48.7% | $150,298-24.4% | $82,448+37.8% |
| Participation rate | 82.8% | 66.4%+16.4pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 15.37% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,642 | $2,614+1.1% | $4,154-36.4% | $2,551+3.6% |
| Participant deferral / active EE | $5,110 | $3,214+59.0% | $5,453-6.3% | $4,139+23.4% |
| Admin fee / account holder | $9,628 | $6,352+51.6% | $14,116-31.8% | $7,234+33.1% |