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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 | $83,934 | $63,433+32.3% | $63,803+31.6% | $64,097+30.9% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 55.2%+30.1pp |
| Annual return | 23.54% | 20.74%+2.8pp | 543.72%-520.2pp | 34.64%-11.1pp |
| Employer contribution / active EE | $3,995 | $2,332+71.3% | $2,532+57.8% | $1,891+111.2% |
| Participant deferral / active EE | $6,344 | $3,119+103.4% | $3,843+65.1% | $3,080+106.0% |
| Admin fee / account holder | $3,333 | $1,489+123.8% | $5,196-35.9% | $3,454-3.5% |