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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 | $82,168 | $57,140+43.8% | $85,240-3.6% | $80,959+1.5% |
| Participation rate | 93.0% | 56.4%+36.6pp | 67.5%+25.5pp | 67.7%+25.3pp |
| Annual return | 13.15% | 21.71%-8.6pp | 66.75%-53.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,642 | $1,802+102.1% | $2,735+33.1% | $2,757+32.1% |
| Participant deferral / active EE | $4,219 | $3,115+35.4% | $4,527-6.8% | $4,300-1.9% |
| Admin fee / account holder | $2,182 | $4,992-56.3% | $6,165-64.6% | $6,925-68.5% |