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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 | $88,324 | $78,705+12.2% | $117,860-25.1% | $70,124+26.0% |
| Participation rate | 93.6% | 73.2%+20.4pp | 79.7%+13.9pp | 69.5%+24.0pp |
| Annual return | 21.53% | 23.30%-1.8pp | 335.10%-313.6pp | 73.14%-51.6pp |
| Employer contribution / active EE | $4,750 | $2,223+113.6% | $3,786+25.4% | $2,342+102.8% |
| Participant deferral / active EE | $3,822 | $3,297+15.9% | $4,482-14.7% | $3,332+14.7% |
| Admin fee / account holder | $3,926 | $5,065-22.5% | $8,021-51.1% | $4,645-15.5% |