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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 | $80,803 | $93,598-13.7% | $135,974-40.6% | $75,173+7.5% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 17.52% | 30.89%-13.4pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $8,052 | $3,538+127.6% | $4,859+65.7% | $2,671+201.5% |
| Participant deferral / active EE | $6,408 | $6,4050% | $7,760-17.4% | $4,126+55.3% |
| Admin fee / account holder | $3,547 | $6,978-49.2% | $10,767-67.1% | $5,651-37.2% |