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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 | $59,114 | $83,485-29.2% | $125,195-52.8% | $72,976-19.0% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 31.57% | 25.77%+5.8pp | 43.79%-12.2pp | 81.02%-49.4pp |
| Employer contribution / active EE | $5,648 | $2,346+140.8% | $3,866+46.1% | $2,440+131.5% |
| Participant deferral / active EE | $10,701 | $3,586+198.4% | $4,937+116.7% | $3,608+196.6% |
| Admin fee / account holder | $20,405 | $5,518+269.8% | $9,704+110.3% | $5,124+298.2% |