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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 | $85,838 | $78,707+9.1% | $117,861-27.2% | $70,126+22.4% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 15.18% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,020 | $2,223+35.8% | $3,786-20.3% | $2,343+28.9% |
| Participant deferral / active EE | $6,402 | $3,297+94.2% | $4,482+42.8% | $3,332+92.1% |
| Admin fee / account holder | $2,076 | $5,066-59.0% | $8,021-74.1% | $4,645-55.3% |