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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 | $91,766 | $58,828+56.0% | $78,002+17.6% | $62,881+45.9% |
| Participation rate | 79.6% | 71.1%+8.6pp | 75.5%+4.1pp | 69.3%+10.3pp |
| Annual return | 6.66% | 17.16%-10.5pp | 425.99%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,728 | $1,672+63.2% | $2,470+10.4% | $2,281+19.6% |
| Participant deferral / active EE | $8,435 | $2,686+214.1% | $3,497+141.2% | $3,203+163.4% |
| Admin fee / account holder | $2,899 | $4,393-34.0% | $5,481-47.1% | $4,296-32.5% |