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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 | $89,416 | $109,359-18.2% | $162,177-44.9% | $72,975+22.5% |
| Participation rate | 98.5% | 84.3%+14.3pp | 87.6%+11.0pp | 69.5%+29.0pp |
| Annual return | 19.16% | 25.46%-6.3pp | 115.60%-96.4pp | 81.01%-61.9pp |
| Employer contribution / active EE | $4,081 | $3,907+4.4% | $5,613-27.3% | $2,440+67.3% |
| Participant deferral / active EE | $6,751 | $5,481+23.2% | $7,297-7.5% | $3,608+87.1% |
| Admin fee / account holder | $16,494 | $7,972+106.9% | $10,843+52.1% | $5,124+221.9% |