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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 | $79,595 | $65,364+21.8% | $92,909-14.3% | $72,975+9.1% |
| Participation rate | 71.1% | 68.3%+2.8pp | 76.0%-4.9pp | 69.5%+1.6pp |
| Annual return | 24.74% | 42.11%-17.4pp | 109.44%-84.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $8,151 | $2,594+214.2% | $3,653+123.1% | $2,440+234.0% |
| Participant deferral / active EE | $3,736 | $3,128+19.4% | $4,238-11.9% | $3,608+3.5% |
| Admin fee / account holder | $1,261 | $4,251-70.3% | $5,795-78.2% | $5,124-75.4% |