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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 | $71,520 | $93,598-23.6% | $135,974-47.4% | $75,173-4.9% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 23.43% | 30.89%-7.5pp | 68.30%-44.9pp | 160.72%-137.3pp |
| Employer contribution / active EE | $4,739 | $3,538+33.9% | $4,859-2.5% | $2,671+77.4% |
| Participant deferral / active EE | $9,525 | $6,405+48.7% | $7,760+22.7% | $4,126+130.8% |
| Admin fee / account holder | $4,374 | $6,978-37.3% | $10,767-59.4% | $5,651-22.6% |