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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 | $78,405 | $57,541+36.3% | $95,740-18.1% | $75,173+4.3% |
| Participation rate | 80.0% | 62.5%+17.5pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 24.59% | 34.93%-10.3pp | 28.41%-3.8pp | 160.72%-136.1pp |
| Employer contribution / active EE | $4,430 | $1,808+145.0% | $2,836+56.2% | $2,671+65.8% |
| Participant deferral / active EE | $8,846 | $3,074+187.8% | $4,244+108.4% | $4,126+114.4% |
| Admin fee / account holder | $1,892 | $4,099-53.8% | $5,676-66.7% | $5,651-66.5% |