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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 | $127,735 | $89,370+42.9% | $141,197-9.5% | $72,976+75.0% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 19.08% | 111.88%-92.8pp | 71.41%-52.3pp | 81.02%-61.9pp |
| Employer contribution / active EE | $2,091 | $3,115-32.9% | $4,736-55.9% | $2,440-14.3% |
| Participant deferral / active EE | $5,612 | $5,419+3.6% | $6,710-16.4% | $3,608+55.6% |
| Admin fee / account holder | $8,499 | $5,957+42.7% | $10,265-17.2% | $5,124+65.9% |