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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 | $41,016+127.2% | $152,093-38.7% | $64,097+45.4% |
| Participation rate | 91.0% | 51.3%+39.7pp | 77.8%+13.2pp | 55.2%+35.8pp |
| Annual return | 19.06% | 39.60%-20.5pp | 66.36%-47.3pp | 34.64%-15.6pp |
| Employer contribution / active EE | $2,736 | $1,342+103.8% | $4,175-34.5% | $1,891+44.6% |
| Participant deferral / active EE | $5,400 | $1,927+180.2% | $5,451-0.9% | $3,080+75.3% |
| Admin fee / account holder | $3,369 | $2,305+46.1% | $14,497-76.8% | $3,454-2.5% |