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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 | $86,201 | $93,598-7.9% | $135,974-36.6% | $75,173+14.7% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 26.66% | 30.89%-4.2pp | 68.30%-41.6pp | 160.72%-134.1pp |
| Employer contribution / active EE | $12,282 | $3,538+247.2% | $4,859+152.8% | $2,671+359.8% |
| Participant deferral / active EE | $18,404 | $6,405+187.3% | $7,760+137.2% | $4,126+346.0% |
| Admin fee / account holder | $1,721 | $6,978-75.3% | $10,767-84.0% | $5,651-69.5% |