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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 | $75,938 | $89,370-15.0% | $141,197-46.2% | $72,976+4.1% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 23.89% | 111.88%-88.0pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $2,189 | $3,115-29.7% | $4,736-53.8% | $2,440-10.3% |
| Participant deferral / active EE | $6,637 | $5,419+22.5% | $6,710-1.1% | $3,608+84.0% |
| Admin fee / account holder | $1,568 | $5,957-73.7% | $10,265-84.7% | $5,124-69.4% |