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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 | $96,689 | $58,828+64.4% | $78,002+24.0% | $62,881+53.8% |
| Participation rate | 86.7% | 71.1%+15.6pp | 75.5%+11.1pp | 69.3%+17.4pp |
| Annual return | 9.61% | 17.16%-7.6pp | 425.99%-416.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,495 | $1,672-10.6% | $2,470-39.5% | $2,281-34.5% |
| Participant deferral / active EE | $4,930 | $2,686+83.6% | $3,497+41.0% | $3,203+53.9% |
| Admin fee / account holder | $6,656 | $4,393+51.5% | $5,481+21.4% | $4,296+55.0% |