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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 | $83,236 | $43,730+90.3% | $121,208-31.3% | $64,181+29.7% |
| Participation rate | 92.0% | 58.3%+33.7pp | 71.8%+20.2pp | 69.6%+22.4pp |
| Annual return | 6.76% | 68.94%-62.2pp | 16.93%-10.2pp | 7.63%-0.9pp |
| Employer contribution / active EE | $5,017 | $1,297+286.9% | $4,023+24.7% | $2,381+110.7% |
| Participant deferral / active EE | $5,243 | $2,281+129.9% | $3,345+56.7% | $3,470+51.1% |
| Admin fee / account holder | $21,040 | $3,502+500.7% | $5,020+319.1% | $4,887+330.5% |