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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 | $81,877 | $53,128+54.1% | $86,582-5.4% | $70,126+16.8% |
| Participation rate | 92.2% | 65.3%+26.9pp | 73.5%+18.7pp | 69.5%+22.7pp |
| Annual return | 17.11% | 27.66%-10.5pp | 965.08%-948.0pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,638 | $2,068+27.6% | $2,839-7.1% | $2,343+12.6% |
| Participant deferral / active EE | $4,675 | $2,695+73.5% | $3,609+29.5% | $3,332+40.3% |
| Admin fee / account holder | $6,838 | $3,584+90.8% | $4,904+39.4% | $4,645+47.2% |