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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 | $106,561 | $106,749-0.2% | $145,433-26.7% | $82,448+29.2% |
| Participation rate | 94.8% | 75.6%+19.2pp | 82.1%+12.7pp | 68.1%+26.8pp |
| Annual return | 65.74% | 27.59%+38.1pp | 66.58%-0.8pp | 41.64%+24.1pp |
| Employer contribution / active EE | $2,658 | $3,444-22.8% | $4,554-41.6% | $2,551+4.2% |
| Participant deferral / active EE | $18,104 | $6,519+177.7% | $7,897+129.2% | $4,139+337.4% |
| Admin fee / account holder | $1,592 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |