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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 | $134,172 | $78,423+71.1% | $95,964+39.8% | $79,856+68.0% |
| Participation rate | 84.9% | 73.5%+11.4pp | 77.1%+7.8pp | 69.6%+15.2pp |
| Annual return | 19.10% | 19.37%-0.3pp | 91.64%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $5,233 | $1,945+169.0% | $2,541+105.9% | $2,471+111.7% |
| Participant deferral / active EE | $4,235 | $3,440+23.1% | $4,167+1.6% | $3,741+13.2% |
| Admin fee / account holder | $306 | $5,622-94.6% | $6,797-95.5% | $5,306-94.2% |