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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 | $95,701 | $89,370+7.1% | $141,197-32.2% | $72,976+31.1% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 24.15% | 111.88%-87.7pp | 71.41%-47.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $5,436 | $3,115+74.5% | $4,736+14.8% | $2,440+122.8% |
| Participant deferral / active EE | $6,396 | $5,419+18.0% | $6,710-4.7% | $3,608+77.3% |
| Admin fee / account holder | $496 | $5,957-91.7% | $10,265-95.2% | $5,124-90.3% |