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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 | $76,546 | $65,027+17.7% | $90,970-15.9% | $79,852-4.1% |
| Participation rate | 91.3% | 61.6%+29.7pp | 69.0%+22.3pp | 69.6%+21.7pp |
| Annual return | 12.04% | 30.45%-18.4pp | 134.58%-122.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $3,749 | $1,247+200.6% | $2,122+76.6% | $2,471+51.7% |
| Participant deferral / active EE | $3,046 | $2,512+21.3% | $3,373-9.7% | $3,740-18.6% |
| Admin fee / account holder | $700 | $4,535-84.6% | $5,960-88.2% | $5,306-86.8% |