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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 | $53,096 | $48,078+10.4% | $78,676-32.5% | $62,881-15.6% |
| Participation rate | 81.8% | 65.2%+16.6pp | 73.6%+8.3pp | 69.3%+12.5pp |
| Annual return | 7.92% | 31.36%-23.4pp | 62.19%-54.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,911 | $2,015-5.1% | $2,850-32.9% | $2,281-16.2% |
| Participant deferral / active EE | $3,644 | $2,587+40.8% | $3,517+3.6% | $3,203+13.8% |
| Admin fee / account holder | $7,314 | $3,206+128.1% | $4,510+62.2% | $4,296+70.3% |