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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 | $82,968 | $54,757+51.5% | $90,304-8.1% | $72,975+13.7% |
| Participation rate | 91.8% | 65.2%+26.7pp | 73.3%+18.6pp | 69.5%+22.3pp |
| Annual return | 24.74% | 30.63%-5.9pp | 78.13%-53.4pp | 81.01%-56.3pp |
| Employer contribution / active EE | $5,921 | $2,093+182.9% | $2,855+107.4% | $2,440+142.7% |
| Participant deferral / active EE | $10,415 | $2,887+260.7% | $3,885+168.1% | $3,608+188.7% |
| Admin fee / account holder | $8,623 | $3,973+117.0% | $5,354+61.1% | $5,124+68.3% |