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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 | $83,736 | $58,848+42.3% | $88,179-5.0% | $82,637+1.3% |
| Participation rate | 92.5% | 57.9%+34.6pp | 69.1%+23.3pp | 68.1%+24.4pp |
| Annual return | 14.67% | 22.76%-8.1pp | 64.97%-50.3pp | 53.51%-38.8pp |
| Employer contribution / active EE | $6,046 | $1,678+260.2% | $2,549+137.2% | $2,552+136.9% |
| Participant deferral / active EE | $4,498 | $3,124+44.0% | $4,614-2.5% | $4,126+9.0% |
| Admin fee / account holder | $2,819 | $4,795-41.2% | $7,673-63.3% | $7,339-61.6% |