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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 | $93,748 | $63,346+48.0% | $92,240+1.6% | $70,126+33.7% |
| Participation rate | 95.7% | 68.7%+27.0pp | 76.5%+19.2pp | 69.5%+26.1pp |
| Annual return | 19.65% | 530.19%-510.5pp | 176.29%-156.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $3,323 | $2,471+34.5% | $3,680-9.7% | $2,343+41.9% |
| Participant deferral / active EE | $6,602 | $2,854+131.3% | $3,897+69.4% | $3,332+98.1% |
| Admin fee / account holder | $3,768 | $3,841-1.9% | $5,194-27.5% | $4,645-18.9% |