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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 | $117,734 | $89,370+31.7% | $141,197-16.6% | $72,976+61.3% |
| Participation rate | 91.8% | 75.1%+16.7pp | 82.5%+9.3pp | 69.5%+22.3pp |
| Annual return | 21.56% | 111.88%-90.3pp | 71.41%-49.8pp | 81.02%-59.5pp |
| Employer contribution / active EE | $1,609 | $3,115-48.3% | $4,736-66.0% | $2,440-34.1% |
| Participant deferral / active EE | $3,434 | $5,419-36.6% | $6,710-48.8% | $3,608-4.8% |
| Admin fee / account holder | $5,590 | $5,957-6.2% | $10,265-45.5% | $5,124+9.1% |