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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 | $80,431 | $62,672+28.3% | $185,117-56.6% | $70,126+14.7% |
| Participation rate | 91.9% | 63.8%+28.2pp | 77.3%+14.7pp | 69.5%+22.4pp |
| Annual return | 20.99% | 40.79%-19.8pp | 40.50%-19.5pp | 73.15%-52.2pp |
| Employer contribution / active EE | $3,222 | $1,753+83.8% | $4,182-23.0% | $2,343+37.5% |
| Participant deferral / active EE | $5,236 | $3,272+60.1% | $5,045+3.8% | $3,332+57.2% |
| Admin fee / account holder | $3,709 | $3,932-5.7% | $8,159-54.5% | $4,645-20.2% |