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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 | $89,021 | $71,230+25.0% | $93,727-5.0% | $80,959+10.0% |
| Participation rate | 73.8% | 60.4%+13.4pp | 68.7%+5.1pp | 67.7%+6.1pp |
| Annual return | 17.59% | 11.26%+6.3pp | 133.83%-116.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,150 | $1,565+37.4% | $2,421-11.2% | $2,757-22.0% |
| Participant deferral / active EE | $3,929 | $4,037-2.7% | $4,417-11.1% | $4,300-8.6% |
| Admin fee / account holder | $1,604 | $6,961-77.0% | $8,292-80.7% | $6,925-76.8% |