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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 | $109,688 | $89,367+22.7% | $141,191-22.3% | $72,975+50.3% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 22.03% | 111.87%-89.8pp | 71.41%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $3,183 | $3,115+2.2% | $4,736-32.8% | $2,440+30.4% |
| Participant deferral / active EE | $8,091 | $5,419+49.3% | $6,710+20.6% | $3,608+124.3% |
| Admin fee / account holder | $8,207 | $5,957+37.8% | $10,264-20.0% | $5,124+60.2% |