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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 | $115,866 | $65,364+77.3% | $92,909+24.7% | $72,975+58.8% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.7pp |
| Annual return | 19.41% | 42.11%-22.7pp | 109.44%-90.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $703 | $2,594-72.9% | $3,653-80.7% | $2,440-71.2% |
| Participant deferral / active EE | $6,790 | $3,128+117.1% | $4,238+60.2% | $3,608+88.2% |
| Admin fee / account holder | $13,256 | $4,251+211.8% | $5,795+128.7% | $5,124+158.7% |