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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 | $92,577 | $77,920+18.8% | $149,723-38.2% | $75,177+23.1% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 17.73% | 31.72%-14.0pp | 134.50%-116.8pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,512 | $3,138-19.9% | $4,821-47.9% | $2,671-5.9% |
| Participant deferral / active EE | $4,837 | $3,411+41.8% | $5,682-14.9% | $4,126+17.2% |
| Admin fee / account holder | $2,576 | $5,951-56.7% | $13,215-80.5% | $5,651-54.4% |