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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 | $78,454 | $78,707-0.3% | $117,861-33.4% | $70,126+11.9% |
| Participation rate | 78.8% | 73.2%+5.6pp | 79.7%-0.9pp | 69.5%+9.2pp |
| Annual return | 18.36% | 23.30%-4.9pp | 335.11%-316.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $4,826 | $2,223+117.1% | $3,786+27.5% | $2,343+106.0% |
| Participant deferral / active EE | $5,675 | $3,297+72.1% | $4,482+26.6% | $3,332+70.3% |
| Admin fee / account holder | $11,598 | $5,066+129.0% | $8,021+44.6% | $4,645+149.7% |