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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 | $84,618 | $106,749-20.7% | $145,433-41.8% | $82,448+2.6% |
| Participation rate | 78.3% | 75.6%+2.7pp | 82.1%-3.8pp | 68.1%+10.3pp |
| Annual return | 19.73% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $6,114 | $3,444+77.5% | $4,554+34.2% | $2,551+139.7% |
| Participant deferral / active EE | $10,845 | $6,519+66.4% | $7,897+37.3% | $4,139+162.0% |
| Admin fee / account holder | $5,055 | $8,390-39.7% | $13,129-61.5% | $7,234-30.1% |