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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 | $90,026 | $58,493+53.9% | $84,023+7.1% | $72,976+23.4% |
| Participation rate | 79.1% | 61.2%+17.9pp | 69.0%+10.1pp | 69.5%+9.6pp |
| Annual return | 20.97% | 28.93%-8.0pp | 71.32%-50.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,534 | $1,163+31.9% | $1,984-22.7% | $2,440-37.1% |
| Participant deferral / active EE | $2,888 | $2,394+20.6% | $3,239-10.8% | $3,608-19.9% |
| Admin fee / account holder | $15,306 | $4,569+235.0% | $6,102+150.8% | $5,124+198.7% |