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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 | $92,391 | $78,428+17.8% | $95,960-3.7% | $79,852+15.7% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.0pp |
| Annual return | 19.15% | 19.37%-0.2pp | 91.63%-72.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $1,751 | $1,945-10.0% | $2,541-31.1% | $2,471-29.1% |
| Participant deferral / active EE | $4,101 | $3,440+19.2% | $4,167-1.6% | $3,740+9.6% |
| Admin fee / account holder | $12,079 | $5,622+114.8% | $6,797+77.7% | $5,306+127.6% |