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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 | $82,867 | $46,596+77.8% | $64,099+29.3% | $75,181+10.2% |
| Participation rate | 90.0% | 65.9%+24.1pp | 72.3%+17.7pp | 67.2%+22.8pp |
| Annual return | 17.85% | 26.04%-8.2pp | 33.70%-15.9pp | 160.69%-142.8pp |
| Employer contribution / active EE | $2,600 | $1,975+31.7% | $2,748-5.4% | $2,671-2.6% |
| Participant deferral / active EE | $12,797 | $2,837+351.1% | $3,881+229.7% | $4,126+210.2% |
| Admin fee / account holder | $31,207 | $2,954+956.3% | $3,070+916.4% | $5,650+452.4% |