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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 | $82,168 | $76,696+7.1% | $96,515-14.9% | $71,511+14.9% |
| Participation rate | 85.7% | 66.6%+19.1pp | 74.3%+11.4pp | 67.9%+17.8pp |
| Annual return | 17.50% | 48.32%-30.8pp | 35.73%-18.2pp | 28.86%-11.4pp |
| Employer contribution / active EE | $5,117 | $3,032+68.8% | $3,740+36.8% | $2,589+97.6% |
| Participant deferral / active EE | $3,799 | $3,770+0.8% | $4,880-22.1% | $4,291-11.4% |
| Admin fee / account holder | $3,647 | $2,030+79.7% | $6,735-45.9% | $1,588+129.6% |