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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 | $77,817 | $52,884+47.1% | $84,753-8.2% | $55,167+41.1% |
| Participation rate | 96.1% | 67.5%+28.6pp | 76.6%+19.5pp | 69.0%+27.1pp |
| Annual return | 7.65% | 18.03%-10.4pp | 22.78%-15.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $5,250 | $2,233+135.1% | $3,574+46.9% | $1,963+167.5% |
| Participant deferral / active EE | $5,837 | $2,644+120.8% | $3,712+57.3% | $3,054+91.1% |
| Admin fee / account holder | $4,331 | $581+645.8% | $5,333-18.8% | $504+759.5% |