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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 | $82,022 | $46,534+76.3% | $64,097+28.0% | $75,177+9.1% |
| Participation rate | 93.2% | 65.9%+27.2pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 16.61% | 26.07%-9.5pp | 33.75%-17.1pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,113 | $1,976+6.9% | $2,750-23.2% | $2,671-20.9% |
| Participant deferral / active EE | $1,408 | $2,835-50.3% | $3,881-63.7% | $4,126-65.9% |
| Admin fee / account holder | $3,564 | $2,957+20.5% | $3,070+16.1% | $5,651-36.9% |