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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 | $65,944 | $56,110+17.5% | $94,993-30.6% | $70,126-6.0% |
| Participation rate | 93.6% | 65.0%+28.6pp | 73.9%+19.7pp | 69.5%+24.1pp |
| Annual return | 19.75% | 51.02%-31.3pp | 27.14%-7.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $5,501 | $1,442+281.4% | $2,603+111.3% | $2,343+134.8% |
| Participant deferral / active EE | $5,389 | $2,391+125.4% | $3,317+62.5% | $3,332+61.8% |
| Admin fee / account holder | $1,962 | $3,456-43.2% | $4,960-60.4% | $4,645-57.8% |