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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 | $72,648 | $48,053+51.2% | $84,628-14.2% | $72,975-0.4% |
| Participation rate | 92.3% | 57.6%+34.7pp | 68.2%+24.1pp | 69.5%+22.8pp |
| Annual return | 20.34% | 37.39%-17.0pp | 258.80%-238.5pp | 81.01%-60.7pp |
| Employer contribution / active EE | $3,910 | $1,602+144.1% | $2,653+47.4% | $2,440+60.2% |
| Participant deferral / active EE | $2,728 | $2,681+1.7% | $3,900-30.1% | $3,608-24.4% |
| Admin fee / account holder | $2,540 | $3,395-25.2% | $4,914-48.3% | $5,124-50.4% |