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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 | $114,456 | $77,638+47.4% | $156,551-26.9% | $62,881+82.0% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+13.9pp | 69.3%+28.7pp |
| Annual return | 7.72% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,293 | $3,444-62.5% | $5,501-76.5% | $2,281-43.3% |
| Participant deferral / active EE | $4,429 | $3,046+45.4% | $4,871-9.1% | $3,203+38.3% |
| Admin fee / account holder | $3,854 | $5,561-30.7% | $13,028-70.4% | $4,296-10.3% |