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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 | $78,576 | $51,638+52.2% | $68,368+14.9% | $82,448-4.7% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 13.64% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,513 | $2,047+71.6% | $2,649+32.6% | $2,551+37.7% |
| Participant deferral / active EE | $9,261 | $2,914+217.9% | $4,123+124.6% | $4,139+123.7% |
| Admin fee / account holder | $6,539 | $4,643+40.8% | $5,150+27.0% | $7,234-9.6% |