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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 | $70,126 | $83,061-15.6% | $126,068-44.4% | $94,015-25.4% |
| Participation rate | 92.0% | 81.2%+10.8pp | 84.7%+7.3pp | 70.8%+21.2pp |
| Annual return | 57.92% | 20.41%+37.5pp | 15.01%+42.9pp | 17.84%+40.1pp |
| Employer contribution / active EE | $5,934 | $2,864+107.2% | $3,968+49.5% | $2,790+112.7% |
| Participant deferral / active EE | $10,072 | $7,042+43.0% | $8,214+22.6% | $4,249+137.0% |
| Admin fee / account holder | $2,049 | $7,208-71.6% | $18,264-88.8% | $8,951-77.1% |