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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 | $79,800 | $68,878+15.9% | $120,574-33.8% | $80,935-1.4% |
| Participation rate | 78.3% | 61.7%+16.6pp | 71.9%+6.4pp | 67.7%+10.7pp |
| Annual return | 23.63% | 23.67%0pp | 107.42%-83.8pp | 35.66%-12.0pp |
| Employer contribution / active EE | $3,445 | $2,065+66.8% | $3,471-0.7% | $2,757+25.0% |
| Participant deferral / active EE | $6,962 | $3,189+118.3% | $4,996+39.4% | $4,299+61.9% |
| Admin fee / account holder | $4,998 | $5,782-13.6% | $9,445-47.1% | $6,924-27.8% |