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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 | $60,260 | $89,370-32.6% | $141,197-57.3% | $72,976-17.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 21.55% | 111.88%-90.3pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $3,398 | $3,115+9.1% | $4,736-28.3% | $2,440+39.3% |
| Participant deferral / active EE | $6,754 | $5,419+24.6% | $6,710+0.7% | $3,608+87.2% |
| Admin fee / account holder | $1,778 | $5,957-70.1% | $10,265-82.7% | $5,124-65.3% |