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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 | $77,593 | $93,598-17.1% | $135,974-42.9% | $75,173+3.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 18.30% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $6,636 | $3,538+87.6% | $4,859+36.6% | $2,671+148.4% |
| Participant deferral / active EE | $11,386 | $6,405+77.8% | $7,760+46.7% | $4,126+176.0% |
| Admin fee / account holder | $5,044 | $6,978-27.7% | $10,767-53.2% | $5,651-10.7% |