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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 | $79,435 | $59,440+33.6% | $78,004+1.8% | $82,637-3.9% |
| Participation rate | 72.0% | 62.8%+9.2pp | 69.4%+2.6pp | 68.1%+3.9pp |
| Annual return | 18.44% | 40.24%-21.8pp | 31.07%-12.6pp | 53.51%-35.1pp |
| Employer contribution / active EE | $5,135 | $1,750+193.4% | $2,469+108.0% | $2,552+101.2% |
| Participant deferral / active EE | $3,522 | $3,138+12.2% | $4,092-13.9% | $4,126-14.7% |
| Admin fee / account holder | $4,864 | $5,504-11.6% | $7,578-35.8% | $7,339-33.7% |