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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 | $73,505 | $51,638+42.3% | $129,406-43.2% | $80,959-9.2% |
| Participation rate | 92.9% | 56.9%+35.9pp | 69.6%+23.2pp | 67.7%+25.2pp |
| Annual return | 15.43% | 20.78%-5.3pp | 9468.18%-9452.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $9,278 | $1,584+485.9% | $4,155+123.3% | $2,757+236.5% |
| Participant deferral / active EE | $8,441 | $2,670+216.1% | $4,167+102.6% | $4,300+96.3% |
| Admin fee / account holder | $1,980 | $4,313-54.1% | $7,689-74.2% | $6,925-71.4% |