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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 | $119,306 | $52,353+127.9% | $120,225-0.8% | $82,448+44.7% |
| Participation rate | 93.5% | 58.3%+35.2pp | 69.6%+24.0pp | 68.1%+25.5pp |
| Annual return | 15.07% | 61.85%-46.8pp | 439.23%-424.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $7,326 | $1,510+385.1% | $3,475+110.8% | $2,551+187.2% |
| Participant deferral / active EE | $5,003 | $2,627+90.5% | $3,999+25.1% | $4,139+20.9% |
| Admin fee / account holder | $4,136 | $4,363-5.2% | $5,696-27.4% | $7,234-42.8% |