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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 | $84,123 | $94,031-10.5% | $115,768-27.3% | $82,448+2.0% |
| Participation rate | 90.7% | 70.4%+20.2pp | 74.4%+16.3pp | 68.1%+22.6pp |
| Annual return | 17.04% | 20.61%-3.6pp | 100.46%-83.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,770 | $2,323+105.3% | $2,940+62.2% | $2,551+87.0% |
| Participant deferral / active EE | $3,913 | $3,972-1.5% | $4,917-20.4% | $4,139-5.5% |
| Admin fee / account holder | $3,490 | $10,249-65.9% | $12,439-71.9% | $7,234-51.8% |