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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 | $78,875 | $89,370-11.7% | $141,197-44.1% | $72,976+8.1% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 35.56% | 111.88%-76.3pp | 71.41%-35.8pp | 81.02%-45.5pp |
| Employer contribution / active EE | $3,512 | $3,115+12.8% | $4,736-25.8% | $2,440+43.9% |
| Participant deferral / active EE | $8,381 | $5,419+54.7% | $6,710+24.9% | $3,608+132.3% |
| Admin fee / account holder | $1,455 | $5,957-75.6% | $10,265-85.8% | $5,124-71.6% |