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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 | $123,086 | $89,364+37.7% | $141,177-12.8% | $72,983+68.6% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 29.20% | 111.86%-82.7pp | 71.40%-42.2pp | 81.01%-51.8pp |
| Employer contribution / active EE | $785 | $3,115-74.8% | $4,736-83.4% | $2,440-67.8% |
| Participant deferral / active EE | $10,897 | $5,419+101.1% | $6,710+62.4% | $3,608+202.1% |
| Admin fee / account holder | $5,733 | $5,959-3.8% | $10,263-44.1% | $5,124+11.9% |