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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 | $93,174 | $70,666+31.9% | $169,385-45.0% | $75,181+23.9% |
| Participation rate | 92.3% | 64.8%+27.5pp | 77.2%+15.1pp | 67.2%+25.1pp |
| Annual return | 18.20% | 36.37%-18.2pp | 405.82%-387.6pp | 160.69%-142.5pp |
| Employer contribution / active EE | $2,890 | $2,210+30.8% | $4,012-28.0% | $2,671+8.2% |
| Participant deferral / active EE | $4,866 | $4,308+12.9% | $6,221-21.8% | $4,126+17.9% |
| Admin fee / account holder | $18,270 | $5,402+238.2% | $9,011+102.7% | $5,650+223.4% |