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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 | $79,745 | $63,140+26.3% | $304,612-73.8% | $116,462-31.5% |
| Participation rate | 94.6% | 70.4%+24.2pp | 81.9%+12.7pp | 74.7%+19.9pp |
| Annual return | 19.54% | 15.04%+4.5pp | 329.91%-310.4pp | 15.65%+3.9pp |
| Employer contribution / active EE | $2,892 | $2,385+21.2% | $7,476-61.3% | $3,231-10.5% |
| Participant deferral / active EE | $5,654 | $2,741+106.3% | $5,388+4.9% | $3,836+47.4% |
| Admin fee / account holder | $1,234 | $7,583-83.7% | $12,962-90.5% | $12,754-90.3% |