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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 | $91,708 | $84,236+8.9% | $170,439-46.2% | $70,124+30.8% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 20.71% | 23.06%-2.3pp | 205.94%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,537 | $3,387-25.1% | $5,433-53.3% | $2,342+8.3% |
| Participant deferral / active EE | $3,631 | $3,086+17.7% | $4,939-26.5% | $3,332+9.0% |
| Admin fee / account holder | $22,725 | $5,698+298.8% | $13,881+63.7% | $4,645+389.2% |