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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 | $86,868 | $89,370-2.8% | $141,197-38.5% | $72,976+19.0% |
| Participation rate | 90.6% | 75.1%+15.4pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | 24.41% | 111.88%-87.5pp | 71.41%-47.0pp | 81.02%-56.6pp |
| Employer contribution / active EE | $7,792 | $3,115+150.1% | $4,736+64.5% | $2,440+219.3% |
| Participant deferral / active EE | $8,082 | $5,419+49.1% | $6,710+20.4% | $3,608+124.0% |
| Admin fee / account holder | $1,407 | $5,957-76.4% | $10,265-86.3% | $5,124-72.5% |