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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 | $80,031 | $73,988+8.2% | $96,538-17.1% | $75,177+6.5% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.4pp |
| Annual return | 18.07% | 26.73%-8.7pp | 35.74%-17.7pp | 160.75%-142.7pp |
| Employer contribution / active EE | $6,796 | $2,930+131.9% | $3,740+81.7% | $2,671+154.4% |
| Participant deferral / active EE | $5,878 | $3,660+60.6% | $4,880+20.4% | $4,126+42.5% |
| Admin fee / account holder | $9,381 | $5,220+79.7% | $6,737+39.2% | $5,651+66.0% |