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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 | $99,047 | $65,367+51.5% | $92,915+6.6% | $72,976+35.7% |
| Participation rate | 81.5% | 68.3%+13.2pp | 76.0%+5.5pp | 69.5%+12.0pp |
| Annual return | 22.58% | 42.11%-19.5pp | 109.45%-86.9pp | 81.02%-58.4pp |
| Employer contribution / active EE | $2,009 | $2,594-22.5% | $3,653-45.0% | $2,440-17.7% |
| Participant deferral / active EE | $5,810 | $3,128+85.7% | $4,238+37.1% | $3,608+61.0% |
| Admin fee / account holder | $439 | $4,251-89.7% | $5,796-92.4% | $5,124-91.4% |