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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 | $109,844 | $81,358+35.0% | $155,556-29.4% | $80,959+35.7% |
| Participation rate | 93.2% | 66.3%+26.9pp | 78.2%+14.9pp | 67.7%+25.5pp |
| Annual return | 19.53% | 33.39%-13.9pp | 64.84%-45.3pp | 35.67%-16.1pp |
| Employer contribution / active EE | $3,859 | $3,106+24.2% | $4,675-17.5% | $2,757+40.0% |
| Participant deferral / active EE | $3,102 | $3,455-10.2% | $5,631-44.9% | $4,300-27.9% |
| Admin fee / account holder | $1,533 | $7,994-80.8% | $15,885-90.3% | $6,925-77.9% |