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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 | $79,970 | $93,598-14.6% | $135,974-41.2% | $75,173+6.4% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 17.35% | 30.89%-13.5pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $4,090 | $3,538+15.6% | $4,859-15.8% | $2,671+53.1% |
| Participant deferral / active EE | $8,653 | $6,405+35.1% | $7,760+11.5% | $4,126+109.7% |
| Admin fee / account holder | $439 | $6,978-93.7% | $10,767-95.9% | $5,651-92.2% |