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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 | $80,871 | $54,757+47.7% | $90,300-10.4% | $72,983+10.8% |
| Participation rate | 75.9% | 65.1%+10.7pp | 73.3%+2.6pp | 69.5%+6.4pp |
| Annual return | 96.93% | 30.63%+66.3pp | 78.11%+18.8pp | 81.01%+15.9pp |
| Employer contribution / active EE | $1,800 | $2,092-14.0% | $2,854-36.9% | $2,440-26.2% |
| Participant deferral / active EE | $4,817 | $2,887+66.9% | $3,884+24.0% | $3,608+33.5% |
| Admin fee / account holder | $952 | $3,972-76.0% | $5,353-82.2% | $5,124-81.4% |