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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 | $92,824 | $65,034+42.7% | $90,970+2.0% | $79,856+16.2% |
| Participation rate | 85.0% | 61.6%+23.4pp | 69.0%+16.0pp | 69.6%+15.4pp |
| Annual return | 13.55% | 30.45%-16.9pp | 134.60%-121.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,259 | $1,247+161.2% | $2,122+53.6% | $2,471+31.9% |
| Participant deferral / active EE | $3,392 | $2,512+35.0% | $3,373+0.6% | $3,741-9.3% |
| Admin fee / account holder | $2,276 | $4,536-49.8% | $5,961-61.8% | $5,306-57.1% |