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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 | $95,690 | $89,367+7.1% | $141,191-32.2% | $72,975+31.1% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | 19.79% | 111.87%-92.1pp | 71.41%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $2,174 | $3,115-30.2% | $4,736-54.1% | $2,440-10.9% |
| Participant deferral / active EE | $7,744 | $5,419+42.9% | $6,710+15.4% | $3,608+114.7% |
| Admin fee / account holder | $8,690 | $5,957+45.9% | $10,264-15.3% | $5,124+69.6% |