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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 | $93,758 | $48,053+95.1% | $84,628+10.8% | $72,975+28.5% |
| Participation rate | 88.2% | 57.6%+30.7pp | 68.2%+20.0pp | 69.5%+18.7pp |
| Annual return | 37.24% | 37.39%-0.1pp | 258.80%-221.6pp | 81.01%-43.8pp |
| Employer contribution / active EE | $4,891 | $1,602+205.3% | $2,653+84.3% | $2,440+100.4% |
| Participant deferral / active EE | $5,098 | $2,681+90.2% | $3,900+30.7% | $3,608+41.3% |
| Admin fee / account holder | $1,032 | $3,395-69.6% | $4,914-79.0% | $5,124-79.9% |