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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 | $82,176 | $68,878+19.3% | $120,574-31.8% | $80,935+1.5% |
| Participation rate | 89.7% | 61.7%+28.0pp | 71.9%+17.7pp | 67.7%+22.0pp |
| Annual return | 11.52% | 23.67%-12.2pp | 107.42%-95.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $5,866 | $2,065+184.1% | $3,471+69.0% | $2,757+112.8% |
| Participant deferral / active EE | $2,429 | $3,189-23.8% | $4,996-51.4% | $4,299-43.5% |
| Admin fee / account holder | $920 | $5,782-84.1% | $9,445-90.3% | $6,924-86.7% |