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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 | $85,930 | $48,053+78.8% | $84,628+1.5% | $72,975+17.8% |
| Participation rate | 88.6% | 57.6%+31.0pp | 68.2%+20.3pp | 69.5%+19.1pp |
| Annual return | 21.16% | 37.39%-16.2pp | 258.80%-237.6pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,923 | $1,602+82.5% | $2,653+10.2% | $2,440+19.8% |
| Participant deferral / active EE | $3,721 | $2,681+38.8% | $3,900-4.6% | $3,608+3.1% |
| Admin fee / account holder | $808 | $3,395-76.2% | $4,914-83.6% | $5,124-84.2% |