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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 | $93,177 | $45,343+105.5% | $150,298-38.0% | $67,986+37.1% |
| Participation rate | 91.0% | 51.9%+39.1pp | 77.8%+13.2pp | 57.2%+33.8pp |
| Annual return | 19.06% | 33.28%-14.2pp | 62.79%-43.7pp | 31.67%-12.6pp |
| Employer contribution / active EE | $2,736 | $1,462+87.1% | $4,154-34.1% | $2,019+35.5% |
| Participant deferral / active EE | $5,400 | $2,055+162.8% | $5,453-1.0% | $3,358+60.8% |
| Admin fee / account holder | $3,369 | $2,250+49.7% | $14,116-76.1% | $3,203+5.2% |