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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 | $129,120 | $89,364+44.5% | $141,177-8.5% | $72,983+76.9% |
| Participation rate | 78.6% | 75.1%+3.4pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 22.67% | 111.86%-89.2pp | 71.40%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,528 | $3,115-18.8% | $4,736-46.6% | $2,440+3.6% |
| Participant deferral / active EE | $6,033 | $5,419+11.3% | $6,710-10.1% | $3,608+67.2% |
| Admin fee / account holder | $449 | $5,959-92.5% | $10,263-95.6% | $5,124-91.2% |