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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 | $108,270 | $45,438+138.3% | $80,004+35.3% | $59,633+81.6% |
| Participation rate | 83.3% | 63.7%+19.6pp | 73.0%+10.3pp | 68.7%+14.7pp |
| Annual return | 1.66% | 5.10%-3.4pp | 7.63%-6.0pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $2,678 | $1,236+116.7% | $2,473+8.3% | $2,203+21.6% |
| Participant deferral / active EE | $5,023 | $2,231+125.2% | $3,204+56.8% | $3,192+57.4% |
| Admin fee / account holder | $2,422 | $3,464-30.1% | $5,033-51.9% | $4,297-43.6% |