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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 | $95,271 | $89,367+6.6% | $141,191-32.5% | $72,975+30.6% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 25.05% | 111.87%-86.8pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $2,162 | $3,115-30.6% | $4,736-54.3% | $2,440-11.4% |
| Participant deferral / active EE | $6,230 | $5,419+15.0% | $6,710-7.2% | $3,608+72.7% |
| Admin fee / account holder | $17,035 | $5,957+186.0% | $10,264+66.0% | $5,124+232.4% |