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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 | $70,552 | $89,367-21.1% | $141,191-50.0% | $72,975-3.3% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 23.57% | 111.87%-88.3pp | 71.41%-47.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $3,641 | $3,115+16.9% | $4,736-23.1% | $2,440+49.2% |
| Participant deferral / active EE | $7,557 | $5,419+39.5% | $6,710+12.6% | $3,608+109.5% |
| Admin fee / account holder | $1,442 | $5,957-75.8% | $10,264-86.0% | $5,124-71.9% |