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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 | $83,315 | $80,731+3.2% | $103,374-19.4% | $74,546+11.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 74.5%+0.5pp | 67.2%+7.8pp |
| Annual return | 16.03% | 27.56%-11.5pp | 24.89%-8.9pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $3,309 | $3,158+4.8% | $3,869-14.5% | $2,624+26.1% |
| Participant deferral / active EE | $7,114 | $3,860+84.3% | $5,058+40.7% | $4,347+63.6% |
| Admin fee / account holder | $6,500 | $2,369+174.4% | $8,394-22.6% | $1,944+234.4% |