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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 | $74,308 | $72,177+3.0% | $115,037-35.4% | $59,633+24.6% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | 6.78% | 12.02%-5.2pp | 26.14%-19.4pp | 2041.40%-2034.6pp |
| Employer contribution / active EE | $4,669 | $2,841+64.3% | $4,608+1.3% | $2,203+112.0% |
| Participant deferral / active EE | $11,296 | $4,783+136.2% | $6,026+87.4% | $3,192+253.9% |
| Admin fee / account holder | $5,253 | $4,927+6.6% | $8,175-35.7% | $4,297+22.2% |