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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 | $91,032 | $48,078+89.3% | $78,676+15.7% | $62,881+44.8% |
| Participation rate | 96.5% | 65.2%+31.3pp | 73.6%+22.9pp | 69.3%+27.2pp |
| Annual return | 6.92% | 31.36%-24.4pp | 62.19%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,117 | $2,015+54.7% | $2,850+9.4% | $2,281+36.7% |
| Participant deferral / active EE | $4,220 | $2,587+63.1% | $3,517+20.0% | $3,203+31.8% |
| Admin fee / account holder | $8,745 | $3,206+172.8% | $4,510+93.9% | $4,296+103.6% |