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 | $81,564 | $56,544+44.2% | $75,501+8.0% | $70,126+16.3% |
| Participation rate | 83.9% | 68.1%+15.8pp | 72.4%+11.5pp | 69.5%+14.3pp |
| Annual return | 54.75% | 23.59%+31.2pp | 27.35%+27.4pp | 73.15%-18.4pp |
| Employer contribution / active EE | $5,887 | $1,817+224.1% | $2,352+150.3% | $2,343+151.3% |
| Participant deferral / active EE | $4,130 | $2,580+60.1% | $3,142+31.4% | $3,332+24.0% |
| Admin fee / account holder | $3,928 | $3,827+2.6% | $5,801-32.3% | $4,646-15.5% |