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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 | $83,836 | $54,763+53.1% | $90,324-7.2% | $72,976+14.9% |
| Participation rate | 92.3% | 65.2%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 23.71% | 30.63%-6.9pp | 78.15%-54.4pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,490 | $2,093-28.8% | $2,856-47.8% | $2,440-38.9% |
| Participant deferral / active EE | $3,118 | $2,887+8.0% | $3,885-19.8% | $3,608-13.6% |
| Admin fee / account holder | $3,344 | $3,973-15.8% | $5,356-37.6% | $5,124-34.7% |