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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 | $96,963 | $89,367+8.5% | $141,191-31.3% | $72,975+32.9% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 30.34% | 111.87%-81.5pp | 71.41%-41.1pp | 81.01%-50.7pp |
| Employer contribution / active EE | $2,385 | $3,115-23.4% | $4,736-49.6% | $2,440-2.3% |
| Participant deferral / active EE | $7,753 | $5,419+43.1% | $6,710+15.5% | $3,608+114.9% |
| Admin fee / account holder | $1,084 | $5,957-81.8% | $10,264-89.4% | $5,124-78.9% |