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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 | $83,927 | $56,063+49.7% | $76,051+10.4% | $80,911+3.7% |
| Participation rate | 96.6% | 62.0%+34.5pp | 69.1%+27.5pp | 67.6%+28.9pp |
| Annual return | 13.35% | 20.54%-7.2pp | 360.42%-347.1pp | 35.63%-22.3pp |
| Employer contribution / active EE | $5,861 | $1,874+212.8% | $2,690+117.9% | $2,756+112.7% |
| Participant deferral / active EE | $2,492 | $3,052-18.3% | $4,257-41.5% | $4,297-42.0% |
| Admin fee / account holder | $6,639 | $5,240+26.7% | $6,416+3.5% | $6,935-4.3% |