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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 | $92,916 | $77,638+19.7% | $156,551-40.6% | $62,881+47.8% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.2pp | 69.3%+24.9pp |
| Annual return | 6.73% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,774 | $3,444-48.5% | $5,501-67.8% | $2,281-22.2% |
| Participant deferral / active EE | $3,248 | $3,046+6.6% | $4,871-33.3% | $3,203+1.4% |
| Admin fee / account holder | $2,437 | $5,561-56.2% | $13,028-81.3% | $4,296-43.3% |