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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 | $102,127 | $89,370+14.3% | $141,197-27.7% | $72,976+39.9% |
| Participation rate | 96.9% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 21.23% | 111.88%-90.6pp | 71.41%-50.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $3,282 | $3,115+5.4% | $4,736-30.7% | $2,440+34.5% |
| Participant deferral / active EE | $8,197 | $5,419+51.3% | $6,710+22.2% | $3,608+127.2% |
| Admin fee / account holder | $952 | $5,957-84.0% | $10,265-90.7% | $5,124-81.4% |