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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 | $68,243 | $54,763+24.6% | $90,324-24.4% | $72,976-6.5% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 24.14% | 30.63%-6.5pp | 78.15%-54.0pp | 81.02%-56.9pp |
| Employer contribution / active EE | $4,441 | $2,093+112.2% | $2,856+55.5% | $2,440+82.0% |
| Participant deferral / active EE | $6,135 | $2,887+112.5% | $3,885+57.9% | $3,608+70.1% |
| Admin fee / account holder | $6,335 | $3,973+59.4% | $5,356+18.3% | $5,124+23.6% |