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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 | $80,952 | $61,390+31.9% | $112,228-27.9% | $75,177+7.7% |
| Participation rate | 72.7% | 61.6%+11.1pp | 72.4%+0.3pp | 67.2%+5.5pp |
| Annual return | 25.62% | 28.47%-2.8pp | 30.23%-4.6pp | 160.75%-135.1pp |
| Employer contribution / active EE | $5,618 | $2,015+178.9% | $3,432+63.7% | $2,671+110.3% |
| Participant deferral / active EE | $10,822 | $3,108+248.2% | $4,800+125.5% | $4,126+162.3% |
| Admin fee / account holder | $1,860 | $4,862-61.7% | $7,752-76.0% | $5,651-67.1% |