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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 | $85,210 | $64,324+32.5% | $118,914-28.3% | $79,856+6.7% |
| Participation rate | 83.3% | 64.9%+18.5pp | 75.4%+7.9pp | 69.6%+13.7pp |
| Annual return | 15.95% | 86.45%-70.5pp | 35.89%-19.9pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,809 | $1,836+53.0% | $3,264-14.0% | $2,471+13.7% |
| Participant deferral / active EE | $5,508 | $2,824+95.1% | $4,266+29.1% | $3,741+47.3% |
| Admin fee / account holder | $589 | $4,040-85.4% | $6,582-91.1% | $5,306-88.9% |