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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 | $105,597 | $54,763+92.8% | $90,324+16.9% | $72,976+44.7% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.3%+24.1pp | 69.5%+27.9pp |
| Annual return | 35.32% | 30.63%+4.7pp | 78.15%-42.8pp | 81.02%-45.7pp |
| Employer contribution / active EE | $7,186 | $2,093+243.3% | $2,856+151.6% | $2,440+194.5% |
| Participant deferral / active EE | $8,340 | $2,887+188.8% | $3,885+114.6% | $3,608+131.2% |
| Admin fee / account holder | $1,153 | $3,973-71.0% | $5,356-78.5% | $5,124-77.5% |