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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 | $124,586 | $89,370+39.4% | $141,197-11.8% | $72,976+70.7% |
| Participation rate | 74.6% | 75.1%-0.5pp | 82.5%-7.8pp | 69.5%+5.1pp |
| Annual return | 25.60% | 111.88%-86.3pp | 71.41%-45.8pp | 81.02%-55.4pp |
| Employer contribution / active EE | $2,565 | $3,115-17.7% | $4,736-45.8% | $2,440+5.1% |
| Participant deferral / active EE | $8,909 | $5,419+64.4% | $6,710+32.8% | $3,608+146.9% |
| Admin fee / account holder | $508 | $5,957-91.5% | $10,265-95.0% | $5,124-90.1% |