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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 | $111,784 | $56,199+98.9% | $67,652+65.2% | $59,632+87.5% |
| Participation rate | 76.5% | 71.5%+5.0pp | 75.7%+0.8pp | 68.7%+7.8pp |
| Annual return | 8.73% | 18505.31%-18496.6pp | 6625.04%-6616.3pp | 2041.32%-2032.6pp |
| Employer contribution / active EE | $2,321 | $1,614+43.7% | $2,266+2.4% | $2,203+5.4% |
| Participant deferral / active EE | $4,814 | $2,844+69.3% | $3,560+35.2% | $3,192+50.8% |
| Admin fee / account holder | $87,279 | $3,958+2104.9% | $4,821+1710.4% | $4,297+1931.1% |