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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 | $64,847 | $52,580+23.3% | $71,671-9.5% | $70,126-7.5% |
| Participation rate | 95.2% | 60.9%+34.3pp | 68.7%+26.4pp | 69.5%+25.6pp |
| Annual return | 26.45% | 20.25%+6.2pp | 20.65%+5.8pp | 73.15%-46.7pp |
| Employer contribution / active EE | $5,068 | $1,616+213.7% | $2,460+106.0% | $2,343+116.3% |
| Participant deferral / active EE | $5,637 | $2,386+136.3% | $3,438+64.0% | $3,332+69.2% |
| Admin fee / account holder | $8,506 | $3,653+132.8% | $5,558+53.0% | $4,645+83.1% |