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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 | $113,712 | $57,541+97.6% | $95,740+18.8% | $75,173+51.3% |
| Participation rate | 91.7% | 62.5%+29.2pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 15.63% | 34.93%-19.3pp | 28.41%-12.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,406 | $1,808-22.2% | $2,836-50.4% | $2,671-47.3% |
| Participant deferral / active EE | $2,594 | $3,074-15.6% | $4,244-38.9% | $4,126-37.1% |
| Admin fee / account holder | $2,012 | $4,099-50.9% | $5,676-64.6% | $5,651-64.4% |