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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 | $82,826 | $106,749-22.4% | $145,433-43.0% | $82,448+0.5% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 17.10% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,283 | $3,444+24.3% | $4,554-6.0% | $2,551+67.9% |
| Participant deferral / active EE | $11,380 | $6,519+74.6% | $7,897+44.1% | $4,139+174.9% |
| Admin fee / account holder | $31,741 | $8,390+278.3% | $13,129+141.8% | $7,234+338.8% |