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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 | $79,995 | $65,704+21.8% | $94,229-15.1% | $59,633+34.1% |
| Participation rate | 88.0% | 72.1%+15.9pp | 78.8%+9.2pp | 68.7%+19.3pp |
| Annual return | 9.01% | 5.22%+3.8pp | 10.68%-1.7pp | 2041.45%-2032.4pp |
| Employer contribution / active EE | $4,866 | $2,021+140.8% | $3,587+35.7% | $2,203+120.9% |
| Participant deferral / active EE | $3,077 | $3,143-2.1% | $4,320-28.8% | $3,192-3.6% |
| Admin fee / account holder | $8,882 | $4,265+108.3% | $6,269+41.7% | $4,297+106.7% |