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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 | $83,064 | $98,776-15.9% | $149,745-44.5% | $79,856+4.0% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.5pp |
| Annual return | 26.80% | 27.38%-0.6pp | 276.72%-249.9pp | 31.71%-4.9pp |
| Employer contribution / active EE | $4,231 | $3,217+31.5% | $4,646-8.9% | $2,471+71.2% |
| Participant deferral / active EE | $8,451 | $5,681+48.7% | $6,843+23.5% | $3,741+125.9% |
| Admin fee / account holder | $340 | $6,053-94.4% | $9,312-96.3% | $5,306-93.6% |