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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 | $94,653 | $69,977+35.3% | $108,582-12.8% | $62,881+50.5% |
| Participation rate | 84.9% | 72.9%+12.0pp | 79.6%+5.3pp | 69.3%+15.6pp |
| Annual return | 41.06% | 10.73%+30.3pp | -51.70%+92.8pp | 20.14%+20.9pp |
| Employer contribution / active EE | $833 | $2,135-61.0% | $3,758-77.8% | $2,281-63.5% |
| Participant deferral / active EE | $2,495 | $3,165-21.1% | $4,311-42.1% | $3,203-22.1% |
| Admin fee / account holder | $3,781 | $5,076-25.5% | $7,645-50.5% | $4,296-12.0% |