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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 | $114,770 | $89,367+28.4% | $141,191-18.7% | $72,975+57.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 21.49% | 111.87%-90.4pp | 71.41%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,935 | $3,115-37.9% | $4,736-59.1% | $2,440-20.7% |
| Participant deferral / active EE | $4,598 | $5,419-15.1% | $6,710-31.5% | $3,608+27.4% |
| Admin fee / account holder | $5,573 | $5,957-6.4% | $10,264-45.7% | $5,124+8.8% |