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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 | $79,520 | $45,343+75.4% | $150,298-47.1% | $67,986+17.0% |
| Participation rate | 95.1% | 51.9%+43.2pp | 77.8%+17.3pp | 57.2%+37.9pp |
| Annual return | 16.92% | 33.28%-16.4pp | 62.79%-45.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $8,354 | $1,462+471.5% | $4,154+101.1% | $2,019+313.8% |
| Participant deferral / active EE | $5,002 | $2,055+143.4% | $5,453-8.3% | $3,358+48.9% |
| Admin fee / account holder | $6,429 | $2,250+185.7% | $14,116-54.5% | $3,203+100.7% |