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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 | $79,320 | $93,598-15.3% | $135,974-41.7% | $75,173+5.5% |
| Participation rate | 78.9% | 75.2%+3.8pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 18.31% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $3,602 | $3,538+1.8% | $4,859-25.9% | $2,671+34.8% |
| Participant deferral / active EE | $8,656 | $6,405+35.1% | $7,760+11.6% | $4,126+109.8% |
| Admin fee / account holder | $19,246 | $6,978+175.8% | $10,767+78.8% | $5,651+240.6% |