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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 | $92,062 | $58,851+56.4% | $115,170-20.1% | $72,975+26.2% |
| Participation rate | 88.5% | 65.5%+22.9pp | 75.9%+12.6pp | 69.5%+19.0pp |
| Annual return | 22.31% | 23.16%-0.9pp | 35.60%-13.3pp | 81.01%-58.7pp |
| Employer contribution / active EE | $3,206 | $1,798+78.3% | $3,179+0.9% | $2,440+31.4% |
| Participant deferral / active EE | $5,030 | $2,643+90.3% | $4,169+20.7% | $3,608+39.4% |
| Admin fee / account holder | $72,892 | $6,370+1044.3% | $7,089+928.3% | $5,124+1322.5% |