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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 | $77,333 | $64,359+20.2% | $90,161-14.2% | $70,126+10.3% |
| Participation rate | 88.1% | 70.4%+17.7pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 25.70% | 28.13%-2.4pp | 34.89%-9.2pp | 73.15%-47.4pp |
| Employer contribution / active EE | $7,172 | $2,046+250.6% | $3,318+116.2% | $2,343+206.2% |
| Participant deferral / active EE | $4,420 | $4,389+0.7% | $5,287-16.4% | $3,332+32.7% |
| Admin fee / account holder | $2,402 | $3,945-39.1% | $5,943-59.6% | $4,645-48.3% |