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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 | $80,990 | $93,598-13.5% | $135,974-40.4% | $75,173+7.7% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 21.44% | 30.89%-9.4pp | 68.30%-46.9pp | 160.72%-139.3pp |
| Employer contribution / active EE | $5,910 | $3,538+67.0% | $4,859+21.6% | $2,671+121.3% |
| Participant deferral / active EE | $6,211 | $6,405-3.0% | $7,760-20.0% | $4,126+50.5% |
| Admin fee / account holder | $4,254 | $6,978-39.0% | $10,767-60.5% | $5,651-24.7% |