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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 | $81,734 | $53,128+53.8% | $86,581-5.6% | $70,124+16.6% |
| Participation rate | 90.2% | 65.3%+24.9pp | 73.5%+16.6pp | 69.5%+20.7pp |
| Annual return | 15.63% | 27.66%-12.0pp | 965.06%-949.4pp | 73.14%-57.5pp |
| Employer contribution / active EE | $4,441 | $2,068+114.7% | $2,840+56.4% | $2,342+89.6% |
| Participant deferral / active EE | $5,313 | $2,695+97.1% | $3,609+47.2% | $3,332+59.5% |
| Admin fee / account holder | $674 | $3,584-81.2% | $4,904-86.2% | $4,645-85.5% |