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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 | $84,446 | $89,367-5.5% | $141,191-40.2% | $72,975+15.7% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 25.67% | 111.87%-86.2pp | 71.41%-45.7pp | 81.01%-55.3pp |
| Employer contribution / active EE | $4,288 | $3,115+37.7% | $4,736-9.5% | $2,440+75.7% |
| Participant deferral / active EE | $11,436 | $5,419+111.0% | $6,710+70.4% | $3,608+217.0% |
| Admin fee / account holder | $3,093 | $5,957-48.1% | $10,264-69.9% | $5,124-39.6% |