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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 | $84,283 | $78,707+7.1% | $117,861-28.5% | $70,126+20.2% |
| Participation rate | 83.9% | 73.2%+10.7pp | 79.7%+4.2pp | 69.5%+14.3pp |
| Annual return | 13.03% | 23.30%-10.3pp | 335.11%-322.1pp | 73.15%-60.1pp |
| Employer contribution / active EE | $5,071 | $2,223+128.1% | $3,786+33.9% | $2,343+116.5% |
| Participant deferral / active EE | $7,296 | $3,297+121.3% | $4,482+62.8% | $3,332+119.0% |
| Admin fee / account holder | $7,959 | $5,066+57.1% | $8,021-0.8% | $4,645+71.3% |