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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 | $87,732 | $65,361+34.2% | $92,903-5.6% | $72,983+20.2% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 22.33% | 42.11%-19.8pp | 109.43%-87.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $3,134 | $2,594+20.8% | $3,653-14.2% | $2,440+28.4% |
| Participant deferral / active EE | $2,750 | $3,128-12.1% | $4,238-35.1% | $3,608-23.8% |
| Admin fee / account holder | $21,752 | $4,251+411.7% | $5,795+275.4% | $5,124+324.5% |