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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 | $68,640 | $65,395+5.0% | $182,531-62.4% | $72,983-6.0% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.7pp | 69.5%+16.2pp |
| Annual return | 26.15% | 27.68%-1.5pp | 148.57%-122.4pp | 81.01%-54.9pp |
| Employer contribution / active EE | $2,957 | $1,911+54.7% | $4,075-27.4% | $2,440+21.2% |
| Participant deferral / active EE | $6,568 | $3,563+84.4% | $5,525+18.9% | $3,608+82.1% |
| Admin fee / account holder | $5,681 | $4,245+33.8% | $8,593-33.9% | $5,124+10.9% |