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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 | $71,640 | $91,439-21.7% | $135,974-47.3% | $71,511+0.2% |
| Participation rate | 76.0% | 75.7%+0.4pp | 81.9%-5.9pp | 67.9%+8.1pp |
| Annual return | 37.45% | 29.90%+7.6pp | 68.30%-30.9pp | 28.86%+8.6pp |
| Employer contribution / active EE | $4,003 | $3,705+8.1% | $4,859-17.6% | $2,589+54.6% |
| Participant deferral / active EE | $8,873 | $7,093+25.1% | $7,760+14.3% | $4,291+106.8% |
| Admin fee / account holder | $1,913 | $1,267+51.0% | $10,767-82.2% | $1,588+20.4% |