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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 | $109,999 | $83,485+31.8% | $125,192-12.1% | $72,975+50.7% |
| Participation rate | 89.4% | 73.3%+16.1pp | 79.8%+9.6pp | 69.5%+19.9pp |
| Annual return | 19.55% | 25.77%-6.2pp | 43.79%-24.2pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,532 | $2,346-34.7% | $3,866-60.4% | $2,440-37.2% |
| Participant deferral / active EE | $3,519 | $3,586-1.9% | $4,937-28.7% | $3,608-2.5% |
| Admin fee / account holder | $4,396 | $5,518-20.3% | $9,704-54.7% | $5,124-14.2% |