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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 | $90,208 | $71,230+26.6% | $93,727-3.8% | $80,959+11.4% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.7%+18.0pp |
| Annual return | 12.81% | 11.26%+1.6pp | 133.83%-121.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,952 | $1,565+152.5% | $2,421+63.2% | $2,757+43.4% |
| Participant deferral / active EE | $7,961 | $4,037+97.2% | $4,417+80.2% | $4,300+85.1% |
| Admin fee / account holder | $3,113 | $6,961-55.3% | $8,292-62.5% | $6,925-55.1% |