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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 | $66,673+35.2% | $203,872-55.8% | $65,306+38.1% |
| Participation rate | 84.7% | 53.8%+30.9pp | 77.8%+6.9pp | 57.7%+27.0pp |
| Annual return | 16.57% | 15.81%+0.8pp | 85.11%-68.5pp | 21.94%-5.4pp |
| Employer contribution / active EE | $2,829 | $1,702+66.2% | $3,757-24.7% | $1,967+43.8% |
| Participant deferral / active EE | $3,500 | $2,944+18.9% | $6,388-45.2% | $2,959+18.3% |
| Admin fee / account holder | $2,400 | $5,686-57.8% | $11,730-79.5% | $3,480-31.0% |