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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 | $82,762 | $57,352+44.3% | $83,831-1.3% | $64,173+29.0% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | 12.48% | 11.38%+1.1pp | 850.99%-838.5pp | 7.63%+4.8pp |
| Employer contribution / active EE | $2,496 | $2,546-1.9% | $3,631-31.3% | $2,381+4.8% |
| Participant deferral / active EE | $4,802 | $2,993+60.4% | $4,082+17.6% | $3,470+38.4% |
| Admin fee / account holder | $8,331 | $4,046+105.9% | $5,479+52.1% | $4,887+70.5% |