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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 | $88,488 | $48,053+84.1% | $84,637+4.5% | $72,976+21.3% |
| Participation rate | 97.1% | 57.6%+39.6pp | 68.2%+28.9pp | 69.5%+27.7pp |
| Annual return | 20.78% | 37.39%-16.6pp | 258.82%-238.0pp | 81.02%-60.2pp |
| Employer contribution / active EE | $6,487 | $1,602+305.0% | $2,653+144.5% | $2,440+165.8% |
| Participant deferral / active EE | $9,990 | $2,681+272.7% | $3,900+156.1% | $3,608+176.9% |
| Admin fee / account holder | $4,938 | $3,395+45.4% | $4,914+0.5% | $5,124-3.6% |