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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 | $92,468 | $78,705+17.5% | $117,860-21.5% | $70,124+31.9% |
| Participation rate | 83.7% | 73.2%+10.5pp | 79.7%+4.0pp | 69.5%+14.1pp |
| Annual return | 14.87% | 23.30%-8.4pp | 335.10%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,444 | $2,223-35.1% | $3,786-61.9% | $2,342-38.4% |
| Participant deferral / active EE | $3,795 | $3,297+15.1% | $4,482-15.3% | $3,332+13.9% |
| Admin fee / account holder | $1,321 | $5,065-73.9% | $8,021-83.5% | $4,645-71.6% |