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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 | $89,350 | $72,012+24.1% | $185,827-51.9% | $79,858+11.9% |
| Participation rate | 90.7% | 65.8%+24.9pp | 78.0%+12.6pp | 69.6%+21.0pp |
| Annual return | 12.06% | 23.12%-11.1pp | 35.96%-23.9pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,564 | $1,965-20.4% | $4,087-61.7% | $2,471-36.7% |
| Participant deferral / active EE | $5,578 | $3,779+47.6% | $5,633-1.0% | $3,740+49.1% |
| Admin fee / account holder | $17,559 | $4,513+289.1% | $9,502+84.8% | $5,306+230.9% |