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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 | $77,263 | $73,978+4.4% | $96,515-19.9% | $75,173+2.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 22.36% | 26.72%-4.4pp | 35.73%-13.4pp | 160.72%-138.4pp |
| Employer contribution / active EE | $7,927 | $2,931+170.5% | $3,740+112.0% | $2,671+196.8% |
| Participant deferral / active EE | $6,964 | $3,660+90.3% | $4,880+42.7% | $4,126+68.8% |
| Admin fee / account holder | $4,948 | $5,219-5.2% | $6,735-26.5% | $5,651-12.4% |