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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 | $84,394 | $54,763+54.1% | $90,324-6.6% | $72,976+15.6% |
| Participation rate | 95.6% | 65.2%+30.4pp | 73.3%+22.3pp | 69.5%+26.1pp |
| Annual return | 19.05% | 30.63%-11.6pp | 78.15%-59.1pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,465 | $2,093+65.5% | $2,856+21.3% | $2,440+42.0% |
| Participant deferral / active EE | $4,545 | $2,887+57.4% | $3,885+17.0% | $3,608+26.0% |
| Admin fee / account holder | $14,278 | $3,973+259.3% | $5,356+166.6% | $5,124+178.6% |