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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 | $117,826 | $89,367+31.8% | $141,191-16.5% | $72,975+61.5% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 20.80% | 111.87%-91.1pp | 71.41%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $2,046 | $3,115-34.3% | $4,736-56.8% | $2,440-16.2% |
| Participant deferral / active EE | $12,372 | $5,419+128.3% | $6,710+84.4% | $3,608+242.9% |
| Admin fee / account holder | $5,736 | $5,957-3.7% | $10,264-44.1% | $5,124+11.9% |