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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 | $72,094 | $93,598-23.0% | $135,974-47.0% | $75,173-4.1% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 22.66% | 30.89%-8.2pp | 68.30%-45.6pp | 160.72%-138.1pp |
| Employer contribution / active EE | $7,794 | $3,538+120.3% | $4,859+60.4% | $2,671+191.8% |
| Participant deferral / active EE | $11,557 | $6,405+80.4% | $7,760+48.9% | $4,126+180.1% |
| Admin fee / account holder | $2,303 | $6,978-67.0% | $10,767-78.6% | $5,651-59.2% |