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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 | $127,046 | $65,364+94.4% | $92,909+36.7% | $72,975+74.1% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 21.87% | 42.11%-20.2pp | 109.44%-87.6pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,809 | $2,594-30.3% | $3,653-50.5% | $2,440-25.9% |
| Participant deferral / active EE | $7,936 | $3,128+153.7% | $4,238+87.2% | $3,608+120.0% |
| Admin fee / account holder | $3,595 | $4,251-15.4% | $5,795-38.0% | $5,124-29.8% |