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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 | $125,482 | $89,367+40.4% | $141,191-11.1% | $72,975+72.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 19.12% | 111.87%-92.8pp | 71.41%-52.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,788 | $3,115-42.6% | $4,736-62.3% | $2,440-26.7% |
| Participant deferral / active EE | $5,485 | $5,419+1.2% | $6,710-18.2% | $3,608+52.0% |
| Admin fee / account holder | $4,728 | $5,957-20.6% | $10,264-53.9% | $5,124-7.7% |