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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 | $87,192 | $89,367-2.4% | $141,191-38.2% | $72,975+19.5% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 23.46% | 111.87%-88.4pp | 71.41%-47.9pp | 81.01%-57.6pp |
| Employer contribution / active EE | $2,188 | $3,115-29.8% | $4,736-53.8% | $2,440-10.3% |
| Participant deferral / active EE | $6,332 | $5,419+16.9% | $6,710-5.6% | $3,608+75.5% |
| Admin fee / account holder | $826 | $5,957-86.1% | $10,264-91.9% | $5,124-83.9% |