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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 | $78,570 | $93,598-16.1% | $135,974-42.2% | $75,173+4.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 17.73% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $3,927 | $3,538+11.0% | $4,859-19.2% | $2,671+47.0% |
| Participant deferral / active EE | $10,176 | $6,405+58.9% | $7,760+31.1% | $4,126+146.6% |
| Admin fee / account holder | $20,070 | $6,978+187.6% | $10,767+86.4% | $5,651+255.2% |