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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 | $75,465 | $65,367+15.4% | $92,915-18.8% | $72,976+3.4% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 23.74% | 42.11%-18.4pp | 109.45%-85.7pp | 81.02%-57.3pp |
| Employer contribution / active EE | $3,266 | $2,594+25.9% | $3,653-10.6% | $2,440+33.8% |
| Participant deferral / active EE | $10,423 | $3,128+233.2% | $4,238+145.9% | $3,608+188.9% |
| Admin fee / account holder | $662 | $4,251-84.4% | $5,796-88.6% | $5,124-87.1% |