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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 | $84,911 | $72,492+17.1% | $87,104-2.5% | $72,975+16.4% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.1pp |
| Annual return | 46.14% | 24.46%+21.7pp | 28.19%+17.9pp | 81.01%-34.9pp |
| Employer contribution / active EE | $3,343 | $1,894+76.5% | $2,521+32.6% | $2,440+37.0% |
| Participant deferral / active EE | $6,448 | $3,270+97.2% | $4,048+59.3% | $3,608+78.7% |
| Admin fee / account holder | $9,002 | $5,055+78.1% | $7,491+20.2% | $5,124+75.7% |