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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 | $80,211 | $89,367-10.2% | $141,191-43.2% | $72,975+9.9% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 21.65% | 111.87%-90.2pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $3,184 | $3,115+2.2% | $4,736-32.8% | $2,440+30.5% |
| Participant deferral / active EE | $7,866 | $5,419+45.2% | $6,710+17.2% | $3,608+118.0% |
| Admin fee / account holder | $8,030 | $5,957+34.8% | $10,264-21.8% | $5,124+56.7% |