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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 | $76,890 | $58,828+30.7% | $78,002-1.4% | $62,881+22.3% |
| Participation rate | 92.5% | 71.1%+21.4pp | 75.5%+17.0pp | 69.3%+23.2pp |
| Annual return | 6.78% | 17.16%-10.4pp | 425.99%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,133 | $1,672+207.0% | $2,470+107.8% | $2,281+125.0% |
| Participant deferral / active EE | $4,381 | $2,686+63.1% | $3,497+25.3% | $3,203+36.8% |
| Admin fee / account holder | $1,639 | $4,393-62.7% | $5,481-70.1% | $4,296-61.8% |