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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 | $97,681 | $89,367+9.3% | $141,191-30.8% | $72,975+33.9% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 21.18% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,610 | $3,115-48.3% | $4,736-66.0% | $2,440-34.0% |
| Participant deferral / active EE | $5,745 | $5,419+6.0% | $6,710-14.4% | $3,608+59.2% |
| Admin fee / account holder | $3,705 | $5,957-37.8% | $10,264-63.9% | $5,124-27.7% |