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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 | $100,039 | $58,828+70.1% | $78,002+28.3% | $62,881+59.1% |
| Participation rate | 90.2% | 71.1%+19.1pp | 75.5%+14.7pp | 69.3%+20.9pp |
| Annual return | 16.42% | 17.16%-0.7pp | 425.99%-409.6pp | 20.14%-3.7pp |
| Employer contribution / active EE | $11,837 | $1,672+608.1% | $2,470+379.2% | $2,281+419.0% |
| Participant deferral / active EE | $6,989 | $2,686+160.2% | $3,497+99.9% | $3,203+118.2% |
| Admin fee / account holder | $387 | $4,393-91.2% | $5,481-92.9% | $4,296-91.0% |