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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 | $68,426 | $48,053+42.4% | $84,623-19.1% | $72,983-6.2% |
| Participation rate | 94.8% | 57.6%+37.2pp | 68.2%+26.6pp | 69.5%+25.3pp |
| Annual return | 25.27% | 37.39%-12.1pp | 258.77%-233.5pp | 81.01%-55.7pp |
| Employer contribution / active EE | $2,156 | $1,602+34.6% | $2,652-18.7% | $2,440-11.7% |
| Participant deferral / active EE | $7,556 | $2,681+181.9% | $3,899+93.8% | $3,608+109.4% |
| Admin fee / account holder | $7,523 | $3,395+121.6% | $4,913+53.1% | $5,124+46.8% |