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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 | $85,673 | $65,361+31.1% | $92,903-7.8% | $72,983+17.4% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 19.40% | 42.11%-22.7pp | 109.43%-90.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $7,863 | $2,594+203.1% | $3,653+115.2% | $2,440+222.3% |
| Participant deferral / active EE | $7,120 | $3,128+127.6% | $4,238+68.0% | $3,608+97.4% |
| Admin fee / account holder | $1,334 | $4,251-68.6% | $5,795-77.0% | $5,124-74.0% |