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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 | $93,849 | $89,367+5.0% | $141,191-33.5% | $72,975+28.6% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 25.65% | 111.87%-86.2pp | 71.41%-45.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $1,750 | $3,115-43.8% | $4,736-63.1% | $2,440-28.3% |
| Participant deferral / active EE | $12,187 | $5,419+124.9% | $6,710+81.6% | $3,608+237.8% |
| Admin fee / account holder | $1,148 | $5,957-80.7% | $10,264-88.8% | $5,124-77.6% |