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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 | $78,838 | $65,367+20.6% | $92,915-15.2% | $72,976+8.0% |
| Participation rate | 82.9% | 68.3%+14.6pp | 76.0%+6.9pp | 69.5%+13.4pp |
| Annual return | 19.01% | 42.11%-23.1pp | 109.45%-90.4pp | 81.02%-62.0pp |
| Employer contribution / active EE | $7,631 | $2,594+194.2% | $3,653+108.9% | $2,440+212.7% |
| Participant deferral / active EE | $3,204 | $3,128+2.4% | $4,238-24.4% | $3,608-11.2% |
| Admin fee / account holder | $3,642 | $4,251-14.3% | $5,796-37.2% | $5,124-28.9% |