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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 | $80,532 | $103,966-22.5% | $112,899-28.7% | $75,173+7.1% |
| Participation rate | 87.5% | 75.7%+11.8pp | 80.5%+7.0pp | 67.2%+20.3pp |
| Annual return | 19.18% | 24.54%-5.4pp | 34.11%-14.9pp | 160.72%-141.5pp |
| Employer contribution / active EE | $6,378 | $3,870+64.8% | $4,566+39.7% | $2,671+138.8% |
| Participant deferral / active EE | $3,902 | $5,456-28.5% | $6,516-40.1% | $4,126-5.4% |
| Admin fee / account holder | $381 | $7,663-95.0% | $7,047-94.6% | $5,651-93.3% |