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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 | $120,011 | $89,370+34.3% | $141,197-15.0% | $72,976+64.5% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 21.70% | 111.88%-90.2pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $2,295 | $3,115-26.3% | $4,736-51.6% | $2,440-6.0% |
| Participant deferral / active EE | $4,846 | $5,419-10.6% | $6,710-27.8% | $3,608+34.3% |
| Admin fee / account holder | $1,793 | $5,957-69.9% | $10,265-82.5% | $5,124-65.0% |