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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 | $86,171 | $77,920+10.6% | $149,723-42.4% | $75,177+14.6% |
| Participation rate | 87.9% | 65.6%+22.3pp | 78.8%+9.1pp | 67.2%+20.7pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.50%-117.7pp | 160.75%-143.9pp |
| Employer contribution / active EE | $6,067 | $3,138+93.3% | $4,821+25.8% | $2,671+127.1% |
| Participant deferral / active EE | $7,107 | $3,411+108.3% | $5,682+25.1% | $4,126+72.2% |
| Admin fee / account holder | $4,154 | $5,951-30.2% | $13,215-68.6% | $5,651-26.5% |