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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 | $87,029 | $77,638+12.1% | $156,551-44.4% | $62,881+38.4% |
| Participation rate | 94.7% | 71.2%+23.5pp | 84.0%+10.7pp | 69.3%+25.4pp |
| Annual return | 5.99% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,224 | $3,444+80.7% | $5,501+13.1% | $2,281+172.9% |
| Participant deferral / active EE | $4,023 | $3,046+32.1% | $4,871-17.4% | $3,203+25.6% |
| Admin fee / account holder | $30,426 | $5,561+447.1% | $13,028+133.5% | $4,296+608.3% |