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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 | $84,123 | $94,436-10.9% | $115,599-27.2% | $82,637+1.8% |
| Participation rate | 90.7% | 70.4%+20.2pp | 74.3%+16.4pp | 68.1%+22.6pp |
| Annual return | 17.04% | 18.37%-1.3pp | 111.10%-94.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $4,770 | $2,324+105.3% | $2,955+61.4% | $2,552+86.9% |
| Participant deferral / active EE | $3,913 | $3,955-1.1% | $4,889-20.0% | $4,126-5.2% |
| Admin fee / account holder | $3,490 | $10,328-66.2% | $12,841-72.8% | $7,339-52.4% |