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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 | $102,022 | $45,343+125.0% | $150,298-32.1% | $67,986+50.1% |
| Participation rate | 87.4% | 51.9%+35.6pp | 77.8%+9.6pp | 57.2%+30.2pp |
| Annual return | 13.80% | 33.28%-19.5pp | 62.79%-49.0pp | 31.67%-17.9pp |
| Employer contribution / active EE | $2,134 | $1,462+46.0% | $4,154-48.6% | $2,019+5.7% |
| Participant deferral / active EE | $3,700 | $2,055+80.1% | $5,453-32.1% | $3,358+10.2% |
| Admin fee / account holder | $4,500 | $2,250+100.0% | $14,116-68.1% | $3,203+40.5% |