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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 | $76,612 | $72,177+6.1% | $115,038-33.4% | $59,633+28.5% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | 6.52% | 12.02%-5.5pp | 26.14%-19.6pp | 2041.45%-2034.9pp |
| Employer contribution / active EE | $3,224 | $2,841+13.5% | $4,608-30.0% | $2,203+46.4% |
| Participant deferral / active EE | $7,721 | $4,783+61.4% | $6,026+28.1% | $3,192+141.9% |
| Admin fee / account holder | $9,551 | $4,927+93.8% | $8,175+16.8% | $4,297+122.3% |