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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 | $43,496+114.2% | $161,489-42.3% | $64,340+44.8% |
| Participation rate | 91.0% | 53.5%+37.5pp | 78.7%+12.3pp | 55.2%+35.8pp |
| Annual return | 19.06% | 20.76%-1.7pp | 89.72%-70.7pp | 24.14%-5.1pp |
| Employer contribution / active EE | $2,736 | $1,431+91.2% | $4,268-35.9% | $1,862+46.9% |
| Participant deferral / active EE | $5,400 | $1,996+170.6% | $5,630-4.1% | $2,980+81.2% |
| Admin fee / account holder | $3,369 | $2,330+44.6% | $16,006-79.0% | $3,703-9.0% |