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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 | $88,062 | $77,920+13.0% | $149,723-41.2% | $75,177+17.1% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 13.74% | 31.72%-18.0pp | 134.50%-120.8pp | 160.75%-147.0pp |
| Employer contribution / active EE | $2,050 | $3,138-34.7% | $4,821-57.5% | $2,671-23.3% |
| Participant deferral / active EE | $5,812 | $3,411+70.4% | $5,682+2.3% | $4,126+40.9% |
| Admin fee / account holder | $6,357 | $5,951+6.8% | $13,215-51.9% | $5,651+12.5% |