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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 | $85,726 | $43,496+97.1% | $161,489-46.9% | $64,340+33.2% |
| Participation rate | 74.6% | 53.5%+21.1pp | 78.7%-4.1pp | 55.2%+19.3pp |
| Annual return | 35.26% | 20.76%+14.5pp | 89.72%-54.5pp | 24.14%+11.1pp |
| Employer contribution / active EE | $2,719 | $1,431+90.0% | $4,268-36.3% | $1,862+46.0% |
| Participant deferral / active EE | $5,504 | $1,996+175.8% | $5,630-2.2% | $2,980+84.7% |
| Admin fee / account holder | $1,553 | $2,330-33.3% | $16,006-90.3% | $3,703-58.0% |