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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 | $88,058 | $48,053+83.3% | $84,637+4.0% | $72,976+20.7% |
| Participation rate | 86.0% | 57.6%+28.4pp | 68.2%+17.7pp | 69.5%+16.5pp |
| Annual return | 21.04% | 37.39%-16.3pp | 258.82%-237.8pp | 81.02%-60.0pp |
| Employer contribution / active EE | $2,029 | $1,602+26.7% | $2,653-23.5% | $2,440-16.8% |
| Participant deferral / active EE | $3,915 | $2,681+46.1% | $3,900+0.4% | $3,608+8.5% |
| Admin fee / account holder | $7,995 | $3,395+135.5% | $4,914+62.7% | $5,124+56.0% |