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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 | $67,345 | $51,642+30.4% | $129,384-47.9% | $80,935-16.8% |
| Participation rate | 95.6% | 56.9%+38.6pp | 69.6%+25.9pp | 67.7%+27.9pp |
| Annual return | 16.26% | 20.78%-4.5pp | 9461.77%-9445.5pp | 35.66%-19.4pp |
| Employer contribution / active EE | $4,279 | $1,583+170.3% | $4,153+3.0% | $2,757+55.2% |
| Participant deferral / active EE | $7,394 | $2,670+177.0% | $4,166+77.5% | $4,299+72.0% |
| Admin fee / account holder | $8,934 | $4,312+107.2% | $7,686+16.2% | $6,924+29.0% |