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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 | $87,098 | $81,331+7.1% | $155,534-44.0% | $80,935+7.6% |
| Participation rate | 76.9% | 66.3%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 13.17% | 33.37%-20.2pp | 64.92%-51.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $6,168 | $3,105+98.7% | $4,675+31.9% | $2,757+123.7% |
| Participant deferral / active EE | $4,837 | $3,454+40.0% | $5,630-14.1% | $4,299+12.5% |
| Admin fee / account holder | $1,301 | $7,999-83.7% | $15,900-91.8% | $6,924-81.2% |