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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 | $77,499 | $52,884+46.5% | $84,753-8.6% | $55,167+40.5% |
| Participation rate | 84.3% | 67.5%+16.8pp | 76.6%+7.7pp | 69.0%+15.3pp |
| Annual return | 6.06% | 18.03%-12.0pp | 22.78%-16.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $4,248 | $2,233+90.2% | $3,574+18.8% | $1,963+116.4% |
| Participant deferral / active EE | $3,387 | $2,644+28.1% | $3,712-8.7% | $3,054+10.9% |
| Admin fee / account holder | $6,004 | $581+933.8% | $5,333+12.6% | $504+1091.4% |