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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 | $90,287 | $56,110+60.9% | $94,993-5.0% | $70,126+28.7% |
| Participation rate | 78.8% | 65.0%+13.8pp | 73.9%+4.9pp | 69.5%+9.2pp |
| Annual return | 21.02% | 51.02%-30.0pp | 27.14%-6.1pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,065 | $1,442+43.2% | $2,603-20.7% | $2,343-11.8% |
| Participant deferral / active EE | $4,490 | $2,391+87.8% | $3,317+35.4% | $3,332+34.8% |
| Admin fee / account holder | $2,743 | $3,456-20.6% | $4,960-44.7% | $4,645-40.9% |