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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 | $67,268 | $76,642-12.2% | $146,866-54.2% | $65,306+3.0% |
| Participation rate | 95.9% | 61.2%+34.6pp | 82.5%+13.4pp | 57.7%+38.2pp |
| Annual return | 61.06% | 33.40%+27.7pp | 102.85%-41.8pp | 21.94%+39.1pp |
| Employer contribution / active EE | $4,315 | $2,621+64.7% | $4,425-2.5% | $1,967+119.3% |
| Participant deferral / active EE | $9,631 | $4,864+98.0% | $7,759+24.1% | $2,959+225.4% |
| Admin fee / account holder | $7,608 | $3,960+92.1% | $13,620-44.1% | $3,480+118.6% |