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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 | $104,353 | $62,672+66.5% | $185,117-43.6% | $70,126+48.8% |
| Participation rate | 88.9% | 63.8%+25.1pp | 77.3%+11.6pp | 69.5%+19.3pp |
| Annual return | 16.96% | 40.79%-23.8pp | 40.50%-23.5pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,668 | $1,753+52.2% | $4,182-36.2% | $2,343+13.9% |
| Participant deferral / active EE | $6,028 | $3,272+84.3% | $5,045+19.5% | $3,332+80.9% |
| Admin fee / account holder | $879 | $3,932-77.7% | $8,159-89.2% | $4,645-81.1% |