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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 | $93,741 | $83,485+12.3% | $125,195-25.1% | $72,976+28.5% |
| Participation rate | 82.5% | 73.3%+9.2pp | 79.8%+2.7pp | 69.5%+13.0pp |
| Annual return | 43.97% | 25.77%+18.2pp | 43.79%+0.2pp | 81.02%-37.0pp |
| Employer contribution / active EE | $4,959 | $2,346+111.4% | $3,866+28.3% | $2,440+103.2% |
| Participant deferral / active EE | $4,141 | $3,586+15.5% | $4,937-16.1% | $3,608+14.8% |
| Admin fee / account holder | $3,784 | $5,518-31.4% | $9,704-61.0% | $5,124-26.2% |