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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 | $67,404 | $77,920-13.5% | $149,723-55.0% | $75,177-10.3% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 24.73% | 31.72%-7.0pp | 134.50%-109.8pp | 160.75%-136.0pp |
| Employer contribution / active EE | $7,039 | $3,138+124.3% | $4,821+46.0% | $2,671+163.5% |
| Participant deferral / active EE | $7,324 | $3,411+114.7% | $5,682+28.9% | $4,126+77.5% |
| Admin fee / account holder | $357 | $5,951-94.0% | $13,215-97.3% | $5,651-93.7% |