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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 | $75,136 | $83,045-9.5% | $130,045-42.2% | $71,511+5.1% |
| Participation rate | 78.4% | 74.1%+4.3pp | 78.5%-0.1pp | 67.9%+10.5pp |
| Annual return | 20.84% | 20.61%+0.2pp | -137.30%+158.1pp | 28.86%-8.0pp |
| Employer contribution / active EE | $4,928 | $2,623+87.9% | $4,321+14.0% | $2,589+90.3% |
| Participant deferral / active EE | $6,892 | $4,436+55.4% | $5,820+18.4% | $4,291+60.6% |
| Admin fee / account holder | $3,570 | $1,727+106.7% | $10,600-66.3% | $1,588+124.8% |