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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 | $66,314 | $89,367-25.8% | $141,191-53.0% | $72,975-9.1% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 21.42% | 111.87%-90.4pp | 71.41%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,970 | $3,115-36.8% | $4,736-58.4% | $2,440-19.3% |
| Participant deferral / active EE | $7,154 | $5,419+32.0% | $6,710+6.6% | $3,608+98.3% |
| Admin fee / account holder | $7,601 | $5,957+27.6% | $10,264-25.9% | $5,124+48.3% |