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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 | $59,283 | $41,016+44.5% | $152,093-61.0% | $64,097-7.5% |
| Participation rate | 84.1% | 51.3%+32.8pp | 77.8%+6.4pp | 55.2%+28.9pp |
| Annual return | 13.74% | 39.60%-25.9pp | 66.36%-52.6pp | 34.64%-20.9pp |
| Employer contribution / active EE | $3,492 | $1,342+160.2% | $4,175-16.3% | $1,891+84.6% |
| Participant deferral / active EE | $4,525 | $1,927+134.8% | $5,451-17.0% | $3,080+46.9% |
| Admin fee / account holder | $1,433 | $2,305-37.8% | $14,497-90.1% | $3,454-58.5% |