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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 | $78,062 | $58,828+32.7% | $78,002+0.1% | $62,881+24.1% |
| Participation rate | 85.2% | 71.1%+14.2pp | 75.5%+9.7pp | 69.3%+15.9pp |
| Annual return | 6.50% | 17.16%-10.7pp | 425.99%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,403 | $1,672+43.7% | $2,470-2.7% | $2,281+5.3% |
| Participant deferral / active EE | $4,101 | $2,686+52.7% | $3,497+17.3% | $3,203+28.0% |
| Admin fee / account holder | $2,822 | $4,393-35.8% | $5,481-48.5% | $4,296-34.3% |