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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 | $84,427 | $61,391+37.5% | $149,723-43.6% | $71,529+18.0% |
| Participation rate | 78.2% | 62.5%+15.7pp | 78.8%-0.6pp | 67.9%+10.3pp |
| Annual return | 22.18% | 35.88%-13.7pp | 134.50%-112.3pp | 28.97%-6.8pp |
| Employer contribution / active EE | $2,038 | $2,384-14.5% | $4,821-57.7% | $2,590-21.3% |
| Participant deferral / active EE | $3,925 | $2,921+34.4% | $5,682-30.9% | $4,291-8.5% |
| Admin fee / account holder | $3,777 | $1,264+198.7% | $13,215-71.4% | $1,588+137.7% |