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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 | $117,336 | $89,370+31.3% | $141,197-16.9% | $72,976+60.8% |
| Participation rate | 73.1% | 75.1%-2.1pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 19.24% | 111.88%-92.6pp | 71.41%-52.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $2,418 | $3,115-22.4% | $4,736-48.9% | $2,440-0.9% |
| Participant deferral / active EE | $7,663 | $5,419+41.4% | $6,710+14.2% | $3,608+112.4% |
| Admin fee / account holder | $2,547 | $5,957-57.2% | $10,265-75.2% | $5,124-50.3% |