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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 | $73,724 | $45,343+62.6% | $150,298-50.9% | $67,986+8.4% |
| Participation rate | 88.3% | 51.9%+36.5pp | 77.8%+10.6pp | 57.2%+31.1pp |
| Annual return | 17.04% | 33.28%-16.2pp | 62.79%-45.7pp | 31.67%-14.6pp |
| Employer contribution / active EE | $924 | $1,462-36.8% | $4,154-77.7% | $2,019-54.2% |
| Participant deferral / active EE | $2,286 | $2,055+11.3% | $5,453-58.1% | $3,358-31.9% |
| Admin fee / account holder | $1,389 | $2,250-38.2% | $14,116-90.2% | $3,203-56.6% |