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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 | $90,379 | $57,828+56.3% | $117,039-22.8% | $70,126+28.9% |
| Participation rate | 83.3% | 67.1%+16.2pp | 77.2%+6.1pp | 69.5%+13.8pp |
| Annual return | 14.93% | 17.55%-2.6pp | 18.95%-4.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,432 | $1,816+33.9% | $3,785-35.7% | $2,343+3.8% |
| Participant deferral / active EE | $4,563 | $2,438+87.2% | $3,929+16.1% | $3,332+37.0% |
| Admin fee / account holder | $16,824 | $3,548+374.1% | $5,974+181.6% | $4,645+262.2% |