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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 | $89,189 | $89,364-0.2% | $141,177-36.8% | $72,983+22.2% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 23.74% | 111.86%-88.1pp | 71.40%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $3,877 | $3,115+24.5% | $4,736-18.1% | $2,440+58.9% |
| Participant deferral / active EE | $8,445 | $5,419+55.8% | $6,710+25.9% | $3,608+134.1% |
| Admin fee / account holder | $4,824 | $5,959-19.0% | $10,263-53.0% | $5,124-5.9% |