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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 | $82,674 | $65,367+26.5% | $92,915-11.0% | $72,976+13.3% |
| Participation rate | 95.2% | 68.3%+26.9pp | 76.0%+19.2pp | 69.5%+25.7pp |
| Annual return | 19.63% | 42.11%-22.5pp | 109.45%-89.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,867 | $2,594-28.0% | $3,653-48.9% | $2,440-23.5% |
| Participant deferral / active EE | $4,577 | $3,128+46.3% | $4,238+8.0% | $3,608+26.9% |
| Admin fee / account holder | $2,719 | $4,251-36.0% | $5,796-53.1% | $5,124-46.9% |