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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 | $107,448 | $65,395+64.3% | $182,558-41.1% | $72,976+47.2% |
| Participation rate | 90.0% | 65.4%+24.6pp | 78.0%+12.0pp | 69.5%+20.5pp |
| Annual return | 25.39% | 27.68%-2.3pp | 148.59%-123.2pp | 81.02%-55.6pp |
| Employer contribution / active EE | $1,907 | $1,911-0.2% | $4,076-53.2% | $2,440-21.8% |
| Participant deferral / active EE | $6,589 | $3,563+84.9% | $5,526+19.2% | $3,608+82.6% |
| Admin fee / account holder | $429 | $4,245-89.9% | $8,594-95.0% | $5,124-91.6% |