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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 | $78,174 | $76,407+2.3% | $150,298-48.0% | $82,448-5.2% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 19.71% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $5,753 | $2,614+120.1% | $4,154+38.5% | $2,551+125.5% |
| Participant deferral / active EE | $6,648 | $3,214+106.8% | $5,453+21.9% | $4,139+60.6% |
| Admin fee / account holder | $1,616 | $6,352-74.6% | $14,116-88.6% | $7,234-77.7% |