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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 | $62,296 | $48,050+29.6% | $96,754-35.6% | $64,340-3.2% |
| Participation rate | 99.0% | 40.6%+58.4pp | 70.3%+28.7pp | 55.2%+43.8pp |
| Annual return | 16.26% | 23.41%-7.2pp | 82.04%-65.8pp | 24.14%-7.9pp |
| Employer contribution / active EE | $3,042 | $1,204+152.7% | $2,679+13.5% | $1,862+63.4% |
| Participant deferral / active EE | $5,969 | $2,191+172.4% | $4,758+25.5% | $2,980+100.3% |
| Admin fee / account holder | $4,169 | $3,741+11.4% | $8,905-53.2% | $3,703+12.6% |