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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 | $109,827 | $89,370+22.9% | $141,197-22.2% | $72,976+50.5% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 21.46% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.6pp |
| Employer contribution / active EE | $2,542 | $3,115-18.4% | $4,736-46.3% | $2,440+4.2% |
| Participant deferral / active EE | $5,772 | $5,419+6.5% | $6,710-14.0% | $3,608+60.0% |
| Admin fee / account holder | $7,507 | $5,957+26.0% | $10,265-26.9% | $5,124+46.5% |