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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 | $80,031 | $98,776-19.0% | $149,745-46.6% | $79,856+0.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 30.16% | 27.38%+2.8pp | 276.72%-246.6pp | 31.71%-1.6pp |
| Employer contribution / active EE | $4,607 | $3,217+43.2% | $4,646-0.8% | $2,471+86.4% |
| Participant deferral / active EE | $13,914 | $5,681+144.9% | $6,843+103.3% | $3,741+272.0% |
| Admin fee / account holder | $357 | $6,053-94.1% | $9,312-96.2% | $5,306-93.3% |