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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 | $83,110 | $55,889+48.7% | $76,119+9.2% | $80,935+2.7% |
| Participation rate | 97.2% | 62.1%+35.2pp | 69.1%+28.1pp | 67.7%+29.6pp |
| Annual return | 12.80% | 20.58%-7.8pp | 361.25%-348.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $6,149 | $1,866+229.5% | $2,693+128.4% | $2,757+123.1% |
| Participant deferral / active EE | $5,560 | $3,051+82.2% | $4,259+30.5% | $4,299+29.3% |
| Admin fee / account holder | $1,758 | $5,241-66.5% | $6,421-72.6% | $6,924-74.6% |