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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 | $134,477 | $89,370+50.5% | $141,197-4.8% | $72,976+84.3% |
| Participation rate | 96.1% | 75.1%+20.9pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 22.02% | 111.88%-89.9pp | 71.41%-49.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,769 | $3,115-43.2% | $4,736-62.7% | $2,440-27.5% |
| Participant deferral / active EE | $5,348 | $5,419-1.3% | $6,710-20.3% | $3,608+48.2% |
| Admin fee / account holder | $6,848 | $5,957+15.0% | $10,265-33.3% | $5,124+33.6% |