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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 | $79,648 | $73,978+7.7% | $96,515-17.5% | $75,173+6.0% |
| Participation rate | 84.8% | 66.4%+18.4pp | 74.3%+10.4pp | 67.2%+17.6pp |
| Annual return | 15.90% | 26.72%-10.8pp | 35.73%-19.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $6,746 | $2,931+130.2% | $3,740+80.4% | $2,671+152.6% |
| Participant deferral / active EE | $7,419 | $3,660+102.7% | $4,880+52.0% | $4,126+79.8% |
| Admin fee / account holder | $2,763 | $5,219-47.1% | $6,735-59.0% | $5,651-51.1% |