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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 | $121,806 | $89,370+36.3% | $141,197-13.7% | $72,976+66.9% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.5%+9.5pp | 69.5%+22.4pp |
| Annual return | 27.31% | 111.88%-84.6pp | 71.41%-44.1pp | 81.02%-53.7pp |
| Employer contribution / active EE | $3,311 | $3,115+6.3% | $4,736-30.1% | $2,440+35.7% |
| Participant deferral / active EE | $7,056 | $5,419+30.2% | $6,710+5.2% | $3,608+95.6% |
| Admin fee / account holder | $1,730 | $5,957-71.0% | $10,265-83.2% | $5,124-66.2% |