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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 | $51,823 | $44,746+15.8% | $88,179-41.2% | $64,097-19.1% |
| Participation rate | 83.6% | 39.8%+43.8pp | 69.1%+14.5pp | 55.2%+28.4pp |
| Annual return | 17.92% | 24.70%-6.8pp | 64.97%-47.0pp | 34.64%-16.7pp |
| Employer contribution / active EE | $3,669 | $1,078+240.4% | $2,549+43.9% | $1,891+94.0% |
| Participant deferral / active EE | $6,653 | $2,072+221.1% | $4,614+44.2% | $3,080+116.0% |
| Admin fee / account holder | $4,120 | $3,437+19.9% | $7,673-46.3% | $3,454+19.3% |