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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 | $95,827 | $58,828+62.9% | $78,002+22.9% | $62,881+52.4% |
| Participation rate | 97.8% | 71.1%+26.7pp | 75.5%+22.3pp | 69.3%+28.5pp |
| Annual return | 5.79% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,866 | $1,672+191.1% | $2,470+97.0% | $2,281+113.4% |
| Participant deferral / active EE | $4,492 | $2,686+67.3% | $3,497+28.5% | $3,203+40.3% |
| Admin fee / account holder | $6,263 | $4,393+42.6% | $5,481+14.3% | $4,296+45.8% |