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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 | $56,769 | $48,053+18.1% | $84,628-32.9% | $72,975-22.2% |
| Participation rate | 72.7% | 57.6%+15.1pp | 68.2%+4.5pp | 69.5%+3.2pp |
| Annual return | 23.02% | 37.39%-14.4pp | 258.80%-235.8pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,819 | $1,602+76.0% | $2,653+6.3% | $2,440+15.5% |
| Participant deferral / active EE | $4,674 | $2,681+74.4% | $3,900+19.8% | $3,608+29.5% |
| Admin fee / account holder | $1,187 | $3,395-65.0% | $4,914-75.8% | $5,124-76.8% |