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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 | $108,089 | $83,485+29.5% | $125,180-13.7% | $72,983+48.1% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.5%+16.7pp |
| Annual return | 21.68% | 25.78%-4.1pp | 43.79%-22.1pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,130 | $2,346-51.8% | $3,866-70.8% | $2,440-53.7% |
| Participant deferral / active EE | $7,949 | $3,586+121.7% | $4,937+61.0% | $3,608+120.3% |
| Admin fee / account holder | $8,028 | $5,518+45.5% | $9,703-17.3% | $5,124+56.7% |