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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 | $66,141 | $41,016+61.3% | $152,093-56.5% | $64,097+3.2% |
| Participation rate | 91.4% | 51.3%+40.1pp | 77.8%+13.7pp | 55.2%+36.2pp |
| Annual return | 16.94% | 39.60%-22.7pp | 66.36%-49.4pp | 34.64%-17.7pp |
| Employer contribution / active EE | $3,601 | $1,342+168.2% | $4,175-13.8% | $1,891+90.4% |
| Participant deferral / active EE | $5,885 | $1,927+205.3% | $5,451+7.9% | $3,080+91.1% |
| Admin fee / account holder | $8,248 | $2,305+257.8% | $14,497-43.1% | $3,454+138.8% |