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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 | $81,117 | $58,099+39.6% | $76,902+5.5% | $75,177+7.9% |
| Participation rate | 77.6% | 63.9%+13.8pp | 69.6%+8.0pp | 67.2%+10.4pp |
| Annual return | 15.63% | 26.71%-11.1pp | 37.91%-22.3pp | 160.75%-145.1pp |
| Employer contribution / active EE | $3,810 | $1,996+90.9% | $2,534+50.3% | $2,671+42.6% |
| Participant deferral / active EE | $4,889 | $2,999+63.0% | $3,833+27.5% | $4,126+18.5% |
| Admin fee / account holder | $8,429 | $4,778+76.4% | $5,479+53.8% | $5,651+49.1% |