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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 | $51,823 | $45,312+14.4% | $86,233-39.9% | $67,986-23.8% |
| Participation rate | 83.6% | 42.4%+41.2pp | 69.0%+14.6pp | 57.2%+26.4pp |
| Annual return | 17.92% | 24.79%-6.9pp | 61.39%-43.5pp | 31.67%-13.7pp |
| Employer contribution / active EE | $3,669 | $1,160+216.4% | $2,504+46.5% | $2,019+81.7% |
| Participant deferral / active EE | $6,653 | $2,185+204.6% | $4,559+45.9% | $3,358+98.1% |
| Admin fee / account holder | $4,120 | $3,295+25.1% | $8,342-50.6% | $3,203+28.6% |