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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 | $70,160 | $47,944+46.3% | $67,834+3.4% | $62,881+11.6% |
| Participation rate | 98.2% | 61.1%+37.2pp | 68.8%+29.4pp | 69.3%+28.9pp |
| Annual return | 9.25% | 11.77%-2.5pp | 138.47%-129.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $4,707 | $1,562+201.3% | $2,403+95.9% | $2,281+106.4% |
| Participant deferral / active EE | $5,163 | $2,247+129.8% | $3,160+63.4% | $3,203+61.2% |
| Admin fee / account holder | $331 | $3,712-91.1% | $4,622-92.8% | $4,296-92.3% |