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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 | $72,530 | $65,395+10.9% | $182,531-60.3% | $72,983-0.6% |
| Participation rate | 95.0% | 65.4%+29.6pp | 78.0%+17.0pp | 69.5%+25.5pp |
| Annual return | 21.00% | 27.68%-6.7pp | 148.57%-127.6pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,648 | $1,911+38.5% | $4,075-35.0% | $2,440+8.5% |
| Participant deferral / active EE | $7,183 | $3,563+101.6% | $5,525+30.0% | $3,608+99.1% |
| Admin fee / account holder | $6,218 | $4,245+46.5% | $8,593-27.6% | $5,124+21.4% |