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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 | $78,547 | $48,364+62.4% | $71,796+9.4% | $62,881+24.9% |
| Participation rate | 81.3% | 60.6%+20.6pp | 69.1%+12.1pp | 69.3%+11.9pp |
| Annual return | 6.49% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,971 | $1,042+89.2% | $1,924+2.4% | $2,281-13.6% |
| Participant deferral / active EE | $4,207 | $2,091+101.2% | $2,794+50.6% | $3,203+31.4% |
| Admin fee / account holder | $11,293 | $3,771+199.5% | $4,815+134.5% | $4,296+162.9% |