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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 | $90,168 | $67,595+33.4% | $186,193-51.6% | $64,340+40.1% |
| Participation rate | 84.7% | 51.9%+32.7pp | 77.1%+7.6pp | 55.2%+29.4pp |
| Annual return | 16.57% | 17.46%-0.9pp | 78.03%-61.5pp | 24.14%-7.6pp |
| Employer contribution / active EE | $2,829 | $1,513+87.0% | $3,918-27.8% | $1,862+52.0% |
| Participant deferral / active EE | $3,500 | $3,023+15.8% | $6,513-46.3% | $2,980+17.4% |
| Admin fee / account holder | $2,400 | $5,311-54.8% | $11,058-78.3% | $3,703-35.2% |