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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 | $80,784 | $112,750-28.4% | $103,464-21.9% | $74,546+8.4% |
| Participation rate | 88.7% | 80.9%+7.8pp | 80.5%+8.1pp | 67.2%+21.4pp |
| Annual return | 31.84% | 23.22%+8.6pp | 23.91%+7.9pp | 1366.03%-1334.2pp |
| Employer contribution / active EE | $7,384 | $4,880+51.3% | $4,677+57.9% | $2,624+181.3% |
| Participant deferral / active EE | $11,876 | $7,289+62.9% | $6,624+79.3% | $4,347+173.2% |
| Admin fee / account holder | $1,746 | $1,702+2.6% | $9,410-81.4% | $1,944-10.1% |