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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 | $69,903 | $65,395+6.9% | $182,558-61.7% | $72,976-4.2% |
| Participation rate | 98.4% | 65.4%+33.0pp | 78.0%+20.5pp | 69.5%+28.9pp |
| Annual return | 25.49% | 27.68%-2.2pp | 148.59%-123.1pp | 81.02%-55.5pp |
| Employer contribution / active EE | $5,063 | $1,911+164.9% | $4,076+24.2% | $2,440+107.5% |
| Participant deferral / active EE | $8,669 | $3,563+143.3% | $5,526+56.9% | $3,608+140.3% |
| Admin fee / account holder | $1,579 | $4,245-62.8% | $8,594-81.6% | $5,124-69.2% |