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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 | $81,477 | $93,598-12.9% | $135,974-40.1% | $75,173+8.4% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 19.97% | 30.89%-10.9pp | 68.30%-48.3pp | 160.72%-140.8pp |
| Employer contribution / active EE | $7,415 | $3,538+109.6% | $4,859+52.6% | $2,671+177.6% |
| Participant deferral / active EE | $11,317 | $6,405+76.7% | $7,760+45.8% | $4,126+174.3% |
| Admin fee / account holder | $3,940 | $6,978-43.5% | $10,767-63.4% | $5,651-30.3% |