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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 | $92,079 | $59,440+54.9% | $78,004+18.0% | $82,637+11.4% |
| Participation rate | 92.5% | 62.8%+29.7pp | 69.4%+23.1pp | 68.1%+24.5pp |
| Annual return | 18.15% | 40.24%-22.1pp | 31.07%-12.9pp | 53.51%-35.4pp |
| Employer contribution / active EE | $4,899 | $1,750+179.9% | $2,469+98.4% | $2,552+92.0% |
| Participant deferral / active EE | $5,230 | $3,138+66.6% | $4,092+27.8% | $4,126+26.7% |
| Admin fee / account holder | $2,724 | $5,504-50.5% | $7,578-64.1% | $7,339-62.9% |