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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 | $79,485 | $84,236-5.6% | $170,439-53.4% | $70,124+13.3% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 16.71% | 23.06%-6.3pp | 205.94%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $7,357 | $3,387+117.2% | $5,433+35.4% | $2,342+214.1% |
| Participant deferral / active EE | $5,866 | $3,086+90.1% | $4,939+18.8% | $3,332+76.1% |
| Admin fee / account holder | $6,249 | $5,698+9.7% | $13,881-55.0% | $4,645+34.5% |