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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 | $103,631 | $85,171+21.7% | $172,752-40.0% | $72,975+42.0% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 21.91% | 27.32%-5.4pp | 802.97%-781.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $4,467 | $3,324+34.4% | $5,144-13.2% | $2,440+83.1% |
| Participant deferral / active EE | $6,063 | $3,260+86.0% | $5,198+16.6% | $3,608+68.0% |
| Admin fee / account holder | $6,673 | $5,880+13.5% | $13,955-52.2% | $5,124+30.2% |