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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 | $76,516 | $76,5510% | $123,894-38.2% | $62,881+21.7% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.1pp | 69.3%+27.2pp |
| Annual return | 8.10% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $16,977 | $2,882+489.0% | $4,617+267.7% | $2,281+644.3% |
| Participant deferral / active EE | $6,373 | $4,840+31.7% | $5,984+6.5% | $3,203+99.0% |
| Admin fee / account holder | $2,285 | $4,826-52.6% | $8,357-72.7% | $4,296-46.8% |