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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 | $83,445 | $89,367-6.6% | $141,191-40.9% | $72,975+14.3% |
| Participation rate | 91.2% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 21.15% | 111.87%-90.7pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,109 | $3,115-64.4% | $4,736-76.6% | $2,440-54.6% |
| Participant deferral / active EE | $6,585 | $5,419+21.5% | $6,710-1.9% | $3,608+82.5% |
| Admin fee / account holder | $653 | $5,957-89.0% | $10,264-93.6% | $5,124-87.3% |