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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 | $76,455 | $45,050+69.7% | $63,018+21.3% | $70,126+9.0% |
| Participation rate | 95.5% | 69.5%+25.9pp | 74.8%+20.7pp | 69.5%+25.9pp |
| Annual return | 14.33% | 18.76%-4.4pp | 87.62%-73.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $7,627 | $2,052+271.7% | $2,761+176.3% | $2,343+225.6% |
| Participant deferral / active EE | $4,473 | $2,466+81.4% | $3,330+34.3% | $3,332+34.3% |
| Admin fee / account holder | $4,728 | $2,834+66.8% | $3,601+31.3% | $4,645+1.8% |