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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 | $82,773 | $65,364+26.6% | $92,909-10.9% | $72,975+13.4% |
| Participation rate | 81.8% | 68.3%+13.5pp | 76.0%+5.8pp | 69.5%+12.3pp |
| Annual return | 18.02% | 42.11%-24.1pp | 109.44%-91.4pp | 81.01%-63.0pp |
| Employer contribution / active EE | $7,673 | $2,594+195.8% | $3,653+110.0% | $2,440+214.5% |
| Participant deferral / active EE | $3,291 | $3,128+5.2% | $4,238-22.4% | $3,608-8.8% |
| Admin fee / account holder | $5,876 | $4,251+38.2% | $5,795+1.4% | $5,124+14.7% |