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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 | $112,748 | $73,978+52.4% | $96,515+16.8% | $75,173+50.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 16.31% | 26.72%-10.4pp | 35.73%-19.4pp | 160.72%-144.4pp |
| Employer contribution / active EE | $8,076 | $2,931+175.6% | $3,740+116.0% | $2,671+202.4% |
| Participant deferral / active EE | $7,117 | $3,660+94.4% | $4,880+45.8% | $4,126+72.5% |
| Admin fee / account holder | $1,700 | $5,219-67.4% | $6,735-74.8% | $5,651-69.9% |