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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 | $83,722 | $93,598-10.6% | $135,974-38.4% | $75,173+11.4% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 20.06% | 30.89%-10.8pp | 68.30%-48.2pp | 160.72%-140.7pp |
| Employer contribution / active EE | $4,831 | $3,538+36.5% | $4,859-0.6% | $2,671+80.9% |
| Participant deferral / active EE | $12,548 | $6,405+95.9% | $7,760+61.7% | $4,126+204.1% |
| Admin fee / account holder | $14,542 | $6,978+108.4% | $10,767+35.1% | $5,651+157.3% |