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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 | $92,130 | $78,707+17.1% | $117,861-21.8% | $70,126+31.4% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 34.09% | 23.30%+10.8pp | 335.11%-301.0pp | 73.15%-39.1pp |
| Employer contribution / active EE | $13,666 | $2,223+514.6% | $3,786+260.9% | $2,343+483.4% |
| Participant deferral / active EE | $4,212 | $3,297+27.7% | $4,482-6.0% | $3,332+26.4% |
| Admin fee / account holder | $3,785 | $5,066-25.3% | $8,021-52.8% | $4,645-18.5% |