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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 | $80,155 | $89,370-10.3% | $141,197-43.2% | $72,976+9.8% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 22.23% | 111.88%-89.6pp | 71.41%-49.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $7,120 | $3,115+128.6% | $4,736+50.3% | $2,440+191.8% |
| Participant deferral / active EE | $4,900 | $5,419-9.6% | $6,710-27.0% | $3,608+35.8% |
| Admin fee / account holder | $476 | $5,957-92.0% | $10,265-95.4% | $5,124-90.7% |