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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 | $86,991 | $65,395+33.0% | $182,558-52.3% | $72,976+19.2% |
| Participation rate | 84.5% | 65.4%+19.1pp | 78.0%+6.5pp | 69.5%+15.0pp |
| Annual return | 29.37% | 27.68%+1.7pp | 148.59%-119.2pp | 81.02%-51.6pp |
| Employer contribution / active EE | $1,180 | $1,911-38.2% | $4,076-71.0% | $2,440-51.6% |
| Participant deferral / active EE | $7,458 | $3,563+109.3% | $5,526+35.0% | $3,608+106.7% |
| Admin fee / account holder | $7,537 | $4,245+77.6% | $8,594-12.3% | $5,124+47.1% |