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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 | $99,615 | $89,370+11.5% | $141,197-29.5% | $72,976+36.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 22.33% | 111.88%-89.5pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $2,059 | $3,115-33.9% | $4,736-56.5% | $2,440-15.6% |
| Participant deferral / active EE | $4,469 | $5,419-17.5% | $6,710-33.4% | $3,608+23.9% |
| Admin fee / account holder | $21,694 | $5,957+264.2% | $10,265+111.3% | $5,124+323.4% |