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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 | $112,641 | $58,828+91.5% | $78,002+44.4% | $62,881+79.1% |
| Participation rate | 98.5% | 71.1%+27.4pp | 75.5%+23.0pp | 69.3%+29.2pp |
| Annual return | 7.42% | 17.16%-9.7pp | 425.99%-418.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,598 | $1,672+115.3% | $2,470+45.7% | $2,281+57.8% |
| Participant deferral / active EE | $6,716 | $2,686+150.1% | $3,497+92.1% | $3,203+109.7% |
| Admin fee / account holder | $6,974 | $4,393+58.7% | $5,481+27.2% | $4,296+62.3% |