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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 | $71,919 | $61,125+17.7% | $94,057-23.5% | $87,485-17.8% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.3%+20.0pp | 68.9%+24.4pp |
| Annual return | 26.89% | 35.20%-8.3pp | 480.62%-453.7pp | 26.06%+0.8pp |
| Employer contribution / active EE | $4,611 | $2,136+115.8% | $2,933+57.2% | $2,596+77.6% |
| Participant deferral / active EE | $8,934 | $3,260+174.0% | $4,709+89.7% | $4,274+109.1% |
| Admin fee / account holder | $5,910 | $5,629+5.0% | $7,244-18.4% | $7,775-24.0% |