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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 | $117,547 | $89,367+31.5% | $141,191-16.7% | $72,975+61.1% |
| Participation rate | 76.6% | 75.1%+1.5pp | 82.5%-5.9pp | 69.5%+7.1pp |
| Annual return | 24.87% | 111.87%-87.0pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $2,535 | $3,115-18.6% | $4,736-46.5% | $2,440+3.9% |
| Participant deferral / active EE | $8,802 | $5,419+62.4% | $6,710+31.2% | $3,608+144.0% |
| Admin fee / account holder | $402 | $5,957-93.3% | $10,264-96.1% | $5,124-92.2% |