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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 | $80,077 | $45,050+77.8% | $63,018+27.1% | $70,126+14.2% |
| Participation rate | 91.3% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.7pp |
| Annual return | 12.83% | 18.76%-5.9pp | 87.62%-74.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $3,259 | $2,052+58.8% | $2,761+18.0% | $2,343+39.1% |
| Participant deferral / active EE | $3,200 | $2,466+29.8% | $3,330-3.9% | $3,332-4.0% |
| Admin fee / account holder | $864 | $2,834-69.5% | $3,601-76.0% | $4,645-81.4% |