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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 | $70,245 | $57,108+23.0% | $94,228-25.5% | $52,331+34.2% |
| Participation rate | 89.3% | 72.9%+16.4pp | 78.8%+10.5pp | 68.1%+21.2pp |
| Annual return | 34.21% | 1.47%+32.7pp | 10.68%+23.5pp | 4.54%+29.7pp |
| Employer contribution / active EE | $2,150 | $1,735+23.9% | $3,587-40.1% | $1,882+14.3% |
| Participant deferral / active EE | $3,689 | $3,040+21.4% | $4,320-14.6% | $3,022+22.1% |
| Admin fee / account holder | $6,027 | $546+1002.9% | $6,269-3.9% | $592+918.8% |