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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 | $84,891 | $45,050+88.4% | $63,018+34.7% | $70,126+21.1% |
| Participation rate | 94.4% | 69.5%+24.9pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 14.03% | 18.76%-4.7pp | 87.62%-73.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $3,658 | $2,052+78.3% | $2,761+32.5% | $2,343+56.1% |
| Participant deferral / active EE | $5,650 | $2,466+129.1% | $3,330+69.7% | $3,332+69.6% |
| Admin fee / account holder | $6,277 | $2,834+121.5% | $3,601+74.3% | $4,645+35.1% |