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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 | $72,770 | $58,099+25.3% | $76,902-5.4% | $75,177-3.2% |
| Participation rate | 93.5% | 63.9%+29.6pp | 69.6%+23.9pp | 67.2%+26.3pp |
| Annual return | 20.85% | 26.71%-5.9pp | 37.91%-17.1pp | 160.75%-139.9pp |
| Employer contribution / active EE | $5,181 | $1,996+159.6% | $2,534+104.5% | $2,671+94.0% |
| Participant deferral / active EE | $10,630 | $2,999+254.4% | $3,833+177.3% | $4,126+157.6% |
| Admin fee / account holder | $7,328 | $4,778+53.4% | $5,479+33.8% | $5,651+29.7% |