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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 | $62,132 | $48,053+29.3% | $84,628-26.6% | $72,975-14.9% |
| Participation rate | 85.9% | 57.6%+28.4pp | 68.2%+17.7pp | 69.5%+16.4pp |
| Annual return | 27.12% | 37.39%-10.3pp | 258.80%-231.7pp | 81.01%-53.9pp |
| Employer contribution / active EE | $2,745 | $1,602+71.4% | $2,653+3.5% | $2,440+12.5% |
| Participant deferral / active EE | $5,282 | $2,681+97.0% | $3,900+35.4% | $3,608+46.4% |
| Admin fee / account holder | $1,906 | $3,395-43.9% | $4,914-61.2% | $5,124-62.8% |