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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 | $81,837 | $89,367-8.4% | $141,191-42.0% | $72,975+12.1% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+28.9pp |
| Annual return | 23.58% | 111.87%-88.3pp | 71.41%-47.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $2,471 | $3,115-20.7% | $4,736-47.8% | $2,440+1.3% |
| Participant deferral / active EE | $7,501 | $5,419+38.4% | $6,710+11.8% | $3,608+107.9% |
| Admin fee / account holder | $748 | $5,957-87.4% | $10,264-92.7% | $5,124-85.4% |