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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 | $117,116 | $25,014+368.2% | $69,632+68.2% | $80,959+44.7% |
| Participation rate | 73.5% | 64.2%+9.3pp | 66.4%+7.1pp | 67.7%+5.9pp |
| Annual return | 17.98% | 19.08%-1.1pp | 101.32%-83.3pp | 35.67%-17.7pp |
| Employer contribution / active EE | $1,889 | $991+90.6% | $1,708+10.6% | $2,757-31.5% |
| Participant deferral / active EE | $4,914 | $1,840+167.1% | $2,889+70.1% | $4,300+14.3% |
| Admin fee / account holder | $3,019 | $2,491+21.2% | $4,695-35.7% | $6,925-56.4% |