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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 | $89,802 | $65,395+37.3% | $182,540-50.8% | $72,975+23.1% |
| Participation rate | 94.7% | 65.4%+29.2pp | 78.0%+16.7pp | 69.5%+25.2pp |
| Annual return | 20.84% | 27.68%-6.8pp | 148.58%-127.7pp | 81.01%-60.2pp |
| Employer contribution / active EE | $2,109 | $1,911+10.4% | $4,076-48.2% | $2,440-13.5% |
| Participant deferral / active EE | $5,295 | $3,563+48.6% | $5,525-4.2% | $3,608+46.8% |
| Admin fee / account holder | $1,990 | $4,245-53.1% | $8,593-76.8% | $5,124-61.2% |