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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 | $113,621 | $93,617+21.4% | $135,982-16.4% | $75,177+51.1% |
| Participation rate | 78.0% | 75.2%+2.8pp | 81.9%-3.9pp | 67.2%+10.8pp |
| Annual return | 17.74% | 30.89%-13.1pp | 68.32%-50.6pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,675 | $3,538-24.4% | $4,859-45.0% | $2,671+0.1% |
| Participant deferral / active EE | $5,810 | $6,406-9.3% | $7,760-25.1% | $4,126+40.8% |
| Admin fee / account holder | $11,402 | $6,980+63.4% | $10,767+5.9% | $5,651+101.8% |