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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 | $83,445 | $89,370-6.6% | $141,197-40.9% | $72,976+14.3% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.7pp | 69.5%+19.6pp |
| Annual return | 21.66% | 111.88%-90.2pp | 71.41%-49.7pp | 81.02%-59.4pp |
| Employer contribution / active EE | $2,530 | $3,115-18.8% | $4,736-46.6% | $2,440+3.7% |
| Participant deferral / active EE | $7,234 | $5,419+33.5% | $6,710+7.8% | $3,608+100.5% |
| Admin fee / account holder | $1,021 | $5,957-82.9% | $10,265-90.1% | $5,124-80.1% |