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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 | $86,494 | $63,861+35.4% | $104,639-17.3% | $79,856+8.3% |
| Participation rate | 91.7% | 64.9%+26.7pp | 74.1%+17.6pp | 69.6%+22.0pp |
| Annual return | 13.05% | 21.30%-8.3pp | 340.67%-327.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,974 | $1,588+276.1% | $2,682+122.8% | $2,471+141.8% |
| Participant deferral / active EE | $3,415 | $2,693+26.8% | $3,738-8.6% | $3,741-8.7% |
| Admin fee / account holder | $545 | $4,185-87.0% | $6,465-91.6% | $5,306-89.7% |