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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 | $66,666 | $65,367+2.0% | $92,915-28.3% | $72,976-8.6% |
| Participation rate | 82.3% | 68.3%+13.9pp | 76.0%+6.3pp | 69.5%+12.8pp |
| Annual return | 25.94% | 42.11%-16.2pp | 109.45%-83.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $10,485 | $2,594+304.2% | $3,653+187.0% | $2,440+329.7% |
| Participant deferral / active EE | $4,124 | $3,128+31.8% | $4,238-2.7% | $3,608+14.3% |
| Admin fee / account holder | $8,369 | $4,251+96.8% | $5,796+44.4% | $5,124+63.3% |