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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 | $93,383 | $72,486+28.8% | $87,103+7.2% | $72,976+28.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 20.86% | 24.46%-3.6pp | 28.19%-7.3pp | 81.02%-60.2pp |
| Employer contribution / active EE | $3,000 | $1,894+58.4% | $2,521+19.0% | $2,440+22.9% |
| Participant deferral / active EE | $5,474 | $3,270+67.4% | $4,049+35.2% | $3,608+51.7% |
| Admin fee / account holder | $3,000 | $5,055-40.7% | $7,491-60.0% | $5,124-41.5% |