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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 | $103,251 | $63,703+62.1% | $93,063+10.9% | $82,448+25.2% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.3pp | 68.1%+28.4pp |
| Annual return | 15.00% | -775.43%+790.4pp | 34.15%-19.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,610 | $1,729+166.7% | $2,476+86.2% | $2,551+80.7% |
| Participant deferral / active EE | $5,235 | $2,919+79.3% | $3,958+32.3% | $4,139+26.5% |
| Admin fee / account holder | $7,649 | $5,982+27.9% | $6,033+26.8% | $7,234+5.7% |