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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 | $140,085 | $68,681+104.0% | $86,615+61.7% | $85,847+63.2% |
| Participation rate | 97.2% | 66.4%+30.9pp | 71.6%+25.6pp | 69.3%+27.9pp |
| Annual return | 29.53% | 20.12%+9.4pp | 63.51%-34.0pp | 318.61%-289.1pp |
| Employer contribution / active EE | $4,107 | $1,880+118.4% | $2,496+64.6% | $2,565+60.1% |
| Participant deferral / active EE | $5,344 | $2,919+83.1% | $3,699+44.5% | $3,952+35.2% |
| Admin fee / account holder | $6,269 | $5,974+4.9% | $5,830+7.5% | $6,261+0.1% |