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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 | $99,502 | $58,828+69.1% | $78,002+27.6% | $62,881+58.2% |
| Participation rate | 89.2% | 71.1%+18.1pp | 75.5%+13.7pp | 69.3%+19.9pp |
| Annual return | 6.19% | 17.16%-11.0pp | 425.99%-419.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,044 | $1,672+82.1% | $2,470+23.2% | $2,281+33.5% |
| Participant deferral / active EE | $3,820 | $2,686+42.2% | $3,497+9.2% | $3,203+19.3% |
| Admin fee / account holder | $6,430 | $4,393+46.4% | $5,481+17.3% | $4,296+49.7% |