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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 | $71,359 | $45,050+58.4% | $63,018+13.2% | $70,126+1.8% |
| Participation rate | 78.9% | 69.5%+9.4pp | 74.8%+4.1pp | 69.5%+9.4pp |
| Annual return | 19.03% | 18.76%+0.3pp | 87.62%-68.6pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,505 | $2,052+22.1% | $2,761-9.3% | $2,343+7.0% |
| Participant deferral / active EE | $4,037 | $2,466+63.7% | $3,330+21.2% | $3,332+21.2% |
| Admin fee / account holder | $2,016 | $2,834-28.9% | $3,601-44.0% | $4,645-56.6% |