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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 | $103,123 | $65,034+58.6% | $90,970+13.4% | $79,856+29.1% |
| Participation rate | 83.7% | 61.6%+22.1pp | 69.0%+14.7pp | 69.6%+14.1pp |
| Annual return | 16.78% | 30.45%-13.7pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $489 | $1,247-60.8% | $2,122-76.9% | $2,471-80.2% |
| Participant deferral / active EE | $3,731 | $2,512+48.5% | $3,373+10.6% | $3,741-0.3% |
| Admin fee / account holder | $2,510 | $4,536-44.7% | $5,961-57.9% | $5,306-52.7% |