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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 | $69,850 | $54,763+27.5% | $90,324-22.7% | $72,976-4.3% |
| Participation rate | 90.4% | 65.2%+25.2pp | 73.3%+17.1pp | 69.5%+20.9pp |
| Annual return | 22.16% | 30.63%-8.5pp | 78.15%-56.0pp | 81.02%-58.9pp |
| Employer contribution / active EE | $5,960 | $2,093+184.7% | $2,856+108.7% | $2,440+144.2% |
| Participant deferral / active EE | $4,560 | $2,887+57.9% | $3,885+17.4% | $3,608+26.4% |
| Admin fee / account holder | $10,520 | $3,973+164.8% | $5,356+96.4% | $5,124+105.3% |