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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 | $124,775 | $58,828+112.1% | $78,002+60.0% | $62,881+98.4% |
| Participation rate | 95.5% | 71.1%+24.5pp | 75.5%+20.0pp | 69.3%+26.2pp |
| Annual return | 7.49% | 17.16%-9.7pp | 425.99%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,369 | $1,672+101.5% | $2,470+36.4% | $2,281+47.7% |
| Participant deferral / active EE | $3,387 | $2,686+26.1% | $3,497-3.1% | $3,203+5.7% |
| Admin fee / account holder | $2,731 | $4,393-37.8% | $5,481-50.2% | $4,296-36.4% |