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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 | $81,936 | $77,908+5.2% | $149,696-45.3% | $75,173+9.0% |
| Participation rate | 74.1% | 65.6%+8.5pp | 78.8%-4.7pp | 67.2%+6.9pp |
| Annual return | 18.02% | 31.73%-13.7pp | 134.46%-116.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $6,141 | $3,138+95.7% | $4,821+27.4% | $2,671+129.9% |
| Participant deferral / active EE | $8,834 | $3,411+159.0% | $5,682+55.5% | $4,126+114.1% |
| Admin fee / account holder | $3,204 | $5,950-46.1% | $13,212-75.7% | $5,651-43.3% |