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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 | $104,408 | $89,364+16.8% | $141,177-26.0% | $72,983+43.1% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 20.69% | 111.86%-91.2pp | 71.40%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,243 | $3,115-60.1% | $4,736-73.7% | $2,440-49.1% |
| Participant deferral / active EE | $3,527 | $5,419-34.9% | $6,710-47.4% | $3,608-2.2% |
| Admin fee / account holder | $1,172 | $5,959-80.3% | $10,263-88.6% | $5,124-77.1% |