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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 | $76,844 | $46,534+65.1% | $64,097+19.9% | $75,177+2.2% |
| Participation rate | 96.8% | 65.9%+30.8pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 28.99% | 26.07%+2.9pp | 33.75%-4.8pp | 160.75%-131.8pp |
| Employer contribution / active EE | $3,385 | $1,976+71.3% | $2,750+23.1% | $2,671+26.7% |
| Participant deferral / active EE | $3,595 | $2,835+26.8% | $3,881-7.4% | $4,126-12.9% |
| Admin fee / account holder | $12,928 | $2,957+337.3% | $3,070+321.2% | $5,651+128.8% |