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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 | $124,496 | $89,367+39.3% | $141,191-11.8% | $72,975+70.6% |
| Participation rate | 83.9% | 75.1%+8.7pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 20.86% | 111.87%-91.0pp | 71.41%-50.5pp | 81.01%-60.2pp |
| Employer contribution / active EE | $2,714 | $3,115-12.9% | $4,736-42.7% | $2,440+11.2% |
| Participant deferral / active EE | $4,920 | $5,419-9.2% | $6,710-26.7% | $3,608+36.4% |
| Admin fee / account holder | $897 | $5,957-84.9% | $10,264-91.3% | $5,124-82.5% |