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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 | $86,450 | $78,707+9.8% | $117,861-26.7% | $70,126+23.3% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 15.01% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $5,477 | $2,223+146.3% | $3,786+44.7% | $2,343+133.8% |
| Participant deferral / active EE | $6,086 | $3,297+84.6% | $4,482+35.8% | $3,332+82.7% |
| Admin fee / account holder | $6,114 | $5,066+20.7% | $8,021-23.8% | $4,645+31.6% |