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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 | $114,424 | $89,370+28.0% | $141,197-19.0% | $72,976+56.8% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 26.66% | 111.88%-85.2pp | 71.41%-44.7pp | 81.02%-54.4pp |
| Employer contribution / active EE | $1,068 | $3,115-65.7% | $4,736-77.4% | $2,440-56.2% |
| Participant deferral / active EE | $11,898 | $5,419+119.6% | $6,710+77.3% | $3,608+229.8% |
| Admin fee / account holder | $1,806 | $5,957-69.7% | $10,265-82.4% | $5,124-64.8% |