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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 | $102,851 | $89,370+15.1% | $141,197-27.2% | $72,976+40.9% |
| Participation rate | 97.0% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 23.34% | 111.88%-88.5pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $2,982 | $3,115-4.3% | $4,736-37.0% | $2,440+22.2% |
| Participant deferral / active EE | $11,326 | $5,419+109.0% | $6,710+68.8% | $3,608+213.9% |
| Admin fee / account holder | $4,031 | $5,957-32.3% | $10,265-60.7% | $5,124-21.3% |