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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 | $92,255 | $65,367+41.1% | $92,915-0.7% | $72,976+26.4% |
| Participation rate | 97.7% | 68.3%+29.4pp | 76.0%+21.7pp | 69.5%+28.2pp |
| Annual return | 19.67% | 42.11%-22.4pp | 109.45%-89.8pp | 81.02%-61.3pp |
| Employer contribution / active EE | $7,160 | $2,594+176.0% | $3,653+96.0% | $2,440+193.4% |
| Participant deferral / active EE | $5,326 | $3,128+70.2% | $4,238+25.7% | $3,608+47.6% |
| Admin fee / account holder | $56,213 | $4,251+1222.2% | $5,796+869.9% | $5,124+997.0% |