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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 | $55,889+50.2% | $76,119+10.3% | $80,935+3.7% |
| Participation rate | 96.6% | 62.1%+34.5pp | 69.1%+27.5pp | 67.7%+28.9pp |
| Annual return | 13.35% | 20.58%-7.2pp | 361.25%-347.9pp | 35.66%-22.3pp |
| Employer contribution / active EE | $5,861 | $1,866+214.1% | $2,693+117.7% | $2,757+112.6% |
| Participant deferral / active EE | $2,492 | $3,051-18.3% | $4,259-41.5% | $4,299-42.0% |
| Admin fee / account holder | $6,639 | $5,241+26.7% | $6,421+3.4% | $6,924-4.1% |