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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 | $94,311 | $58,493+61.2% | $84,023+12.2% | $72,976+29.2% |
| Participation rate | 91.7% | 61.2%+30.4pp | 69.0%+22.6pp | 69.5%+22.2pp |
| Annual return | 21.92% | 28.93%-7.0pp | 71.32%-49.4pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,615 | $1,163+38.8% | $1,984-18.6% | $2,440-33.8% |
| Participant deferral / active EE | $1,873 | $2,394-21.8% | $3,239-42.2% | $3,608-48.1% |
| Admin fee / account holder | $1,490 | $4,569-67.4% | $6,102-75.6% | $5,124-70.9% |