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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 | $103,847 | $89,370+16.2% | $141,197-26.5% | $72,976+42.3% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 19.24% | 111.88%-92.6pp | 71.41%-52.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $2,232 | $3,115-28.4% | $4,736-52.9% | $2,440-8.5% |
| Participant deferral / active EE | $7,778 | $5,419+43.5% | $6,710+15.9% | $3,608+115.6% |
| Admin fee / account holder | $1,323 | $5,957-77.8% | $10,265-87.1% | $5,124-74.2% |