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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 | $104,515 | $41,016+154.8% | $152,093-31.3% | $64,097+63.1% |
| Participation rate | 90.1% | 51.3%+38.8pp | 77.8%+12.3pp | 55.2%+34.9pp |
| Annual return | 19.61% | 39.60%-20.0pp | 66.36%-46.8pp | 34.64%-15.0pp |
| Employer contribution / active EE | $2,419 | $1,342+80.2% | $4,175-42.1% | $1,891+27.9% |
| Participant deferral / active EE | $4,794 | $1,927+148.7% | $5,451-12.1% | $3,080+55.7% |
| Admin fee / account holder | $1,505 | $2,305-34.7% | $14,497-89.6% | $3,454-56.4% |