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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 | $83,732 | $72,012+16.3% | $185,827-54.9% | $79,858+4.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 74.33% | 23.12%+51.2pp | 35.96%+38.4pp | 31.72%+42.6pp |
| Employer contribution / active EE | $5,069 | $1,965+158.0% | $4,087+24.0% | $2,471+105.1% |
| Participant deferral / active EE | $11,824 | $3,779+212.9% | $5,633+109.9% | $3,740+216.1% |
| Admin fee / account holder | $817 | $4,513-81.9% | $9,502-91.4% | $5,306-84.6% |