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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 | $92,430 | $73,988+24.9% | $96,538-4.3% | $75,177+22.9% |
| Participation rate | 89.2% | 66.4%+22.8pp | 74.3%+14.8pp | 67.2%+22.0pp |
| Annual return | 15.80% | 26.73%-10.9pp | 35.74%-19.9pp | 160.75%-145.0pp |
| Employer contribution / active EE | $5,707 | $2,930+94.8% | $3,740+52.6% | $2,671+113.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,773 | $5,220-46.9% | $6,737-58.8% | $5,651-50.9% |