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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 | $68,319 | $55,889+22.2% | $76,119-10.2% | $80,935-15.6% |
| Participation rate | 96.9% | 62.1%+34.8pp | 69.1%+27.8pp | 67.7%+29.2pp |
| Annual return | 15.10% | 20.58%-5.5pp | 361.25%-346.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $5,949 | $1,866+218.8% | $2,693+120.9% | $2,757+115.8% |
| Participant deferral / active EE | $12,748 | $3,051+317.8% | $4,259+199.3% | $4,299+196.5% |
| Admin fee / account holder | $7,248 | $5,241+38.3% | $6,421+12.9% | $6,924+4.7% |