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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 | $96,654 | $58,828+64.3% | $78,002+23.9% | $62,881+53.7% |
| Participation rate | 94.3% | 71.1%+23.2pp | 75.5%+18.8pp | 69.3%+25.0pp |
| Annual return | 7.66% | 17.16%-9.5pp | 425.99%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,189 | $1,672+150.6% | $2,470+69.6% | $2,281+83.7% |
| Participant deferral / active EE | $4,199 | $2,686+56.4% | $3,497+20.1% | $3,203+31.1% |
| Admin fee / account holder | $9,318 | $4,393+112.1% | $5,481+70.0% | $4,296+116.9% |