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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 | $80,882 | $89,370-9.5% | $141,197-42.7% | $72,976+10.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 21.27% | 111.88%-90.6pp | 71.41%-50.1pp | 81.02%-59.7pp |
| Employer contribution / active EE | $4,637 | $3,115+48.9% | $4,736-2.1% | $2,440+90.0% |
| Participant deferral / active EE | $6,330 | $5,419+16.8% | $6,710-5.7% | $3,608+75.5% |
| Admin fee / account holder | $7,417 | $5,957+24.5% | $10,265-27.7% | $5,124+44.7% |