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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 | $68,586+19.8% | $120,380-31.7% | $80,911+1.6% |
| Participation rate | 89.7% | 61.6%+28.1pp | 71.9%+17.7pp | 67.6%+22.0pp |
| Annual return | 11.52% | 23.62%-12.1pp | 107.28%-95.8pp | 35.63%-24.1pp |
| Employer contribution / active EE | $5,866 | $2,053+185.8% | $3,465+69.3% | $2,756+112.9% |
| Participant deferral / active EE | $2,429 | $3,174-23.5% | $4,992-51.3% | $4,297-43.5% |
| Admin fee / account holder | $920 | $5,733-83.9% | $9,421-90.2% | $6,935-86.7% |