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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 | $107,025 | $80,992+32.1% | $96,534+10.9% | $75,173+42.4% |
| Participation rate | 79.2% | 71.8%+7.4pp | 76.0%+3.2pp | 67.2%+12.0pp |
| Annual return | 18.06% | 27.05%-9.0pp | 25.88%-7.8pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,410 | $2,283+5.6% | $2,965-18.7% | $2,671-9.8% |
| Participant deferral / active EE | $15,211 | $3,929+287.1% | $4,851+213.6% | $4,126+268.6% |
| Admin fee / account holder | $2,805 | $6,717-58.2% | $8,253-66.0% | $5,651-50.4% |