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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 | $76,332 | $106,749-28.5% | $145,433-47.5% | $82,448-7.4% |
| Participation rate | 85.5% | 75.6%+9.8pp | 82.1%+3.3pp | 68.1%+17.4pp |
| Annual return | 18.68% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,625 | $3,444+5.2% | $4,554-20.4% | $2,551+42.1% |
| Participant deferral / active EE | $8,319 | $6,519+27.6% | $7,897+5.3% | $4,139+101.0% |
| Admin fee / account holder | $5,303 | $8,390-36.8% | $13,129-59.6% | $7,234-26.7% |