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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 | $83,067 | $93,598-11.3% | $135,974-38.9% | $75,173+10.5% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 25.77% | 30.89%-5.1pp | 68.30%-42.5pp | 160.72%-134.9pp |
| Employer contribution / active EE | $7,175 | $3,538+102.8% | $4,859+47.7% | $2,671+168.6% |
| Participant deferral / active EE | $11,475 | $6,405+79.1% | $7,760+47.9% | $4,126+178.1% |
| Admin fee / account holder | $668 | $6,978-90.4% | $10,767-93.8% | $5,651-88.2% |