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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 | $90,732 | $81,262+11.7% | $155,602-41.7% | $80,911+12.1% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.6pp |
| Annual return | 13.45% | 33.34%-19.9pp | 64.81%-51.4pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,932 | $3,102-37.7% | $4,675-58.7% | $2,756-29.9% |
| Participant deferral / active EE | $4,390 | $3,451+27.2% | $5,629-22.0% | $4,297+2.2% |
| Admin fee / account holder | $2,460 | $7,992-69.2% | $15,923-84.5% | $6,935-64.5% |