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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 | $95,882 | $82,032+16.9% | $123,106-22.1% | $59,632+60.8% |
| Participation rate | 83.9% | 83.2%+0.7pp | 86.8%-2.9pp | 68.7%+15.2pp |
| Annual return | 20.13% | 5.12%+15.0pp | 13.22%+6.9pp | 2041.32%-2021.2pp |
| Employer contribution / active EE | $5,210 | $3,297+58.0% | $5,151+1.2% | $2,203+136.6% |
| Participant deferral / active EE | $9,654 | $4,667+106.9% | $6,229+55.0% | $3,192+202.5% |
| Admin fee / account holder | $4,700 | $5,881-20.1% | $9,015-47.9% | $4,297+9.4% |