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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 | $84,073 | $77,901+7.9% | $149,717-43.8% | $75,181+11.8% |
| Participation rate | 90.7% | 65.6%+25.2pp | 78.8%+12.0pp | 67.2%+23.5pp |
| Annual return | 20.29% | 31.73%-11.4pp | 134.41%-114.1pp | 160.69%-140.4pp |
| Employer contribution / active EE | $3,876 | $3,137+23.5% | $4,820-19.6% | $2,671+45.2% |
| Participant deferral / active EE | $5,781 | $3,411+69.5% | $5,682+1.8% | $4,126+40.1% |
| Admin fee / account holder | $3,559 | $5,949-40.2% | $13,213-73.1% | $5,650-37.0% |