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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 | $77,504 | $76,407+1.4% | $150,298-48.4% | $82,448-6.0% |
| Participation rate | 97.8% | 66.4%+31.4pp | 77.8%+20.1pp | 68.1%+29.8pp |
| Annual return | 17.64% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $6,921 | $2,614+164.8% | $4,154+66.6% | $2,551+171.3% |
| Participant deferral / active EE | $7,743 | $3,214+140.9% | $5,453+42.0% | $4,139+87.1% |
| Admin fee / account holder | $368 | $6,352-94.2% | $14,116-97.4% | $7,234-94.9% |