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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 | $92,662 | $52,279+77.2% | $89,435+3.6% | $79,856+16.0% |
| Participation rate | 78.9% | 57.5%+21.4pp | 68.0%+11.0pp | 69.6%+9.3pp |
| Annual return | 21.46% | 22.16%-0.7pp | 245.55%-224.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,452 | $1,572-7.6% | $2,587-43.9% | $2,471-41.2% |
| Participant deferral / active EE | $3,445 | $2,740+25.7% | $3,890-11.4% | $3,741-7.9% |
| Admin fee / account holder | $3,008 | $3,356-10.4% | $4,884-38.4% | $5,306-43.3% |