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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 | $90,850 | $73,988+22.8% | $96,538-5.9% | $75,177+20.8% |
| Participation rate | 80.9% | 66.4%+14.4pp | 74.3%+6.5pp | 67.2%+13.6pp |
| Annual return | 18.30% | 26.73%-8.4pp | 35.74%-17.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $8,227 | $2,930+180.8% | $3,740+120.0% | $2,671+208.0% |
| Participant deferral / active EE | $2,498 | $3,660-31.8% | $4,880-48.8% | $4,126-39.5% |
| Admin fee / account holder | $2,851 | $5,220-45.4% | $6,737-57.7% | $5,651-49.6% |