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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 | $78,922 | $72,486+8.9% | $87,103-9.4% | $72,976+8.1% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 20.36% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.7pp |
| Employer contribution / active EE | $2,900 | $1,894+53.1% | $2,521+15.0% | $2,440+18.9% |
| Participant deferral / active EE | $3,936 | $3,270+20.4% | $4,049-2.8% | $3,608+9.1% |
| Admin fee / account holder | $16,481 | $5,055+226.1% | $7,491+120.0% | $5,124+221.6% |