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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 | $125,774 | $89,370+40.7% | $141,197-10.9% | $72,976+72.3% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 19.48% | 111.88%-92.4pp | 71.41%-51.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $1,039 | $3,115-66.7% | $4,736-78.1% | $2,440-57.4% |
| Participant deferral / active EE | $3,458 | $5,419-36.2% | $6,710-48.5% | $3,608-4.1% |
| Admin fee / account holder | $3,667 | $5,957-38.4% | $10,265-64.3% | $5,124-28.4% |