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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 | $81,906 | $106,524-23.1% | $152,301-46.2% | $87,485-6.4% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.4%+12.9pp | 68.9%+26.4pp |
| Annual return | 112.99% | 26.89%+86.1pp | 80.50%+32.5pp | 26.06%+86.9pp |
| Employer contribution / active EE | $3,101 | $3,371-8.0% | $4,624-32.9% | $2,596+19.5% |
| Participant deferral / active EE | $11,042 | $6,525+69.2% | $8,004+38.0% | $4,274+158.4% |
| Admin fee / account holder | $10,723 | $8,287+29.4% | $14,398-25.5% | $7,775+37.9% |