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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 | $74,912 | $53,127+41.0% | $86,597-13.5% | $70,131+6.8% |
| Participation rate | 76.0% | 65.3%+10.7pp | 73.5%+2.5pp | 69.5%+6.5pp |
| Annual return | 17.23% | 27.66%-10.4pp | 964.96%-947.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,579 | $2,068+24.7% | $2,840-9.2% | $2,342+10.1% |
| Participant deferral / active EE | $4,923 | $2,696+82.6% | $3,609+36.4% | $3,332+47.8% |
| Admin fee / account holder | $2,998 | $3,585-16.4% | $4,906-38.9% | $4,645-35.5% |