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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 | $75,676 | $99,994-24.3% | $146,643-48.4% | $85,847-11.8% |
| Participation rate | 87.2% | 73.1%+14.2pp | 80.1%+7.1pp | 69.3%+17.9pp |
| Annual return | 13.45% | 18.93%-5.5pp | 22.75%-9.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $3,467 | $2,559+35.5% | $4,137-16.2% | $2,565+35.2% |
| Participant deferral / active EE | $3,226 | $4,006-19.5% | $5,506-41.4% | $3,952-18.4% |
| Admin fee / account holder | $8,279 | $7,703+7.5% | $10,280-19.5% | $6,261+32.2% |