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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 | $85,353 | $65,367+30.6% | $92,915-8.1% | $72,976+17.0% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.0%+21.3pp | 69.5%+27.8pp |
| Annual return | 31.48% | 42.11%-10.6pp | 109.45%-78.0pp | 81.02%-49.5pp |
| Employer contribution / active EE | $7,309 | $2,594+181.8% | $3,653+100.0% | $2,440+199.5% |
| Participant deferral / active EE | $6,052 | $3,128+93.5% | $4,238+42.8% | $3,608+67.7% |
| Admin fee / account holder | $1,329 | $4,251-68.7% | $5,796-77.1% | $5,124-74.1% |