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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 | $67,490 | $58,848+14.7% | $88,179-23.5% | $82,637-18.3% |
| Participation rate | 72.5% | 57.9%+14.6pp | 69.1%+3.4pp | 68.1%+4.5pp |
| Annual return | 18.91% | 22.76%-3.8pp | 64.97%-46.1pp | 53.51%-34.6pp |
| Employer contribution / active EE | $5,590 | $1,678+233.0% | $2,549+119.3% | $2,552+119.0% |
| Participant deferral / active EE | $3,718 | $3,124+19.0% | $4,614-19.4% | $4,126-9.9% |
| Admin fee / account holder | $2,267 | $4,795-52.7% | $7,673-70.5% | $7,339-69.1% |