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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 | $89,498 | $77,908+14.9% | $149,696-40.2% | $75,173+19.1% |
| Participation rate | 92.4% | 65.6%+26.8pp | 78.8%+13.6pp | 67.2%+25.2pp |
| Annual return | 16.71% | 31.73%-15.0pp | 134.46%-117.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $3,076 | $3,138-2.0% | $4,821-36.2% | $2,671+15.2% |
| Participant deferral / active EE | $5,640 | $3,411+65.4% | $5,682-0.7% | $4,126+36.7% |
| Admin fee / account holder | $4,020 | $5,950-32.4% | $13,212-69.6% | $5,651-28.9% |