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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 | $79,701 | $89,367-10.8% | $141,191-43.6% | $72,975+9.2% |
| Participation rate | 82.9% | 75.1%+7.8pp | 82.5%+0.5pp | 69.5%+13.4pp |
| Annual return | 19.68% | 111.87%-92.2pp | 71.41%-51.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,410 | $3,115-54.7% | $4,736-70.2% | $2,440-42.2% |
| Participant deferral / active EE | $3,057 | $5,419-43.6% | $6,710-54.4% | $3,608-15.3% |
| Admin fee / account holder | $1,235 | $5,957-79.3% | $10,264-88.0% | $5,124-75.9% |