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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 | $102,807 | $55,902+83.9% | $76,030+35.2% | $80,959+27.0% |
| Participation rate | 88.9% | 62.1%+26.8pp | 69.1%+19.8pp | 67.7%+21.2pp |
| Annual return | 11.37% | 20.59%-9.2pp | 361.54%-350.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,539 | $1,867-17.6% | $2,688-42.7% | $2,757-44.2% |
| Participant deferral / active EE | $6,770 | $3,051+121.9% | $4,257+59.0% | $4,300+57.4% |
| Admin fee / account holder | $674 | $5,239-87.1% | $6,421-89.5% | $6,925-90.3% |