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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 | $84,779 | $109,359-22.5% | $162,185-47.7% | $72,976+16.2% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 41.72% | 25.46%+16.3pp | 115.61%-73.9pp | 81.02%-39.3pp |
| Employer contribution / active EE | $2,845 | $3,907-27.2% | $5,613-49.3% | $2,440+16.6% |
| Participant deferral / active EE | $6,688 | $5,481+22.0% | $7,297-8.4% | $3,608+85.4% |
| Admin fee / account holder | $16,670 | $7,972+109.1% | $10,844+53.7% | $5,124+225.3% |