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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 | $101,772 | $62,672+62.4% | $185,117-45.0% | $70,126+45.1% |
| Participation rate | 79.3% | 63.8%+15.5pp | 77.3%+2.0pp | 69.5%+9.8pp |
| Annual return | 13.53% | 40.79%-27.3pp | 40.50%-27.0pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,986 | $1,753+13.3% | $4,182-52.5% | $2,343-15.2% |
| Participant deferral / active EE | $7,935 | $3,272+142.5% | $5,045+57.3% | $3,332+138.2% |
| Admin fee / account holder | $1,228 | $3,932-68.8% | $8,159-85.0% | $4,645-73.6% |