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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 | $81,052 | $77,905+4.0% | $149,682-45.9% | $75,173+7.8% |
| Participation rate | 80.6% | 65.6%+15.0pp | 78.8%+1.8pp | 67.2%+13.4pp |
| Annual return | 23.36% | 31.72%-8.4pp | 134.35%-111.0pp | 160.65%-137.3pp |
| Employer contribution / active EE | $9,519 | $3,138+203.4% | $4,818+97.6% | $2,670+256.5% |
| Participant deferral / active EE | $12,262 | $3,411+259.5% | $5,681+115.8% | $4,126+197.2% |
| Admin fee / account holder | $4,266 | $5,957-28.4% | $13,210-67.7% | $5,651-24.5% |