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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 | $85,706 | $48,284+77.5% | $67,524+26.9% | $80,911+5.9% |
| Participation rate | 78.9% | 66.4%+12.6pp | 72.9%+6.0pp | 67.6%+11.3pp |
| Annual return | 15.87% | 18.27%-2.4pp | 3519.41%-3503.5pp | 35.63%-19.8pp |
| Employer contribution / active EE | $2,812 | $2,021+39.1% | $2,734+2.9% | $2,756+2.0% |
| Participant deferral / active EE | $4,502 | $2,927+53.8% | $4,001+12.5% | $4,297+4.8% |
| Admin fee / account holder | $2,493 | $3,688-32.4% | $4,001-37.7% | $6,935-64.1% |