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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 | $70,831 | $54,763+29.3% | $90,324-21.6% | $72,976-2.9% |
| Participation rate | 89.4% | 65.2%+24.3pp | 73.3%+16.1pp | 69.5%+19.9pp |
| Annual return | 28.86% | 30.63%-1.8pp | 78.15%-49.3pp | 81.02%-52.2pp |
| Employer contribution / active EE | $8,163 | $2,093+290.0% | $2,856+185.8% | $2,440+234.5% |
| Participant deferral / active EE | $3,680 | $2,887+27.5% | $3,885-5.3% | $3,608+2.0% |
| Admin fee / account holder | $16,617 | $3,973+318.2% | $5,356+210.3% | $5,124+224.3% |