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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 | $62,907 | $48,011+31.0% | $63,803-1.4% | $82,637-23.9% |
| Participation rate | 95.2% | 66.6%+28.7pp | 72.7%+22.5pp | 68.1%+27.2pp |
| Annual return | 26.17% | 19.84%+6.3pp | 543.72%-517.6pp | 53.51%-27.3pp |
| Employer contribution / active EE | $7,078 | $1,904+271.8% | $2,532+179.5% | $2,552+177.3% |
| Participant deferral / active EE | $18,879 | $2,846+563.3% | $3,843+391.3% | $4,126+357.6% |
| Admin fee / account holder | $10,643 | $3,873+174.8% | $5,196+104.8% | $7,339+45.0% |