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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 | $85,323 | $78,705+8.4% | $117,857-27.6% | $70,131+21.7% |
| Participation rate | 86.5% | 73.2%+13.3pp | 79.7%+6.9pp | 69.5%+17.0pp |
| Annual return | 18.52% | 23.30%-4.8pp | 335.09%-316.6pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,611 | $2,223+17.5% | $3,786-31.0% | $2,342+11.5% |
| Participant deferral / active EE | $5,192 | $3,297+57.5% | $4,482+15.9% | $3,332+55.8% |
| Admin fee / account holder | $1,554 | $5,065-69.3% | $8,020-80.6% | $4,645-66.5% |