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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 | $136,584 | $78,707+73.5% | $117,861+15.9% | $70,126+94.8% |
| Participation rate | 97.1% | 73.2%+24.0pp | 79.7%+17.5pp | 69.5%+27.6pp |
| Annual return | 15.70% | 23.30%-7.6pp | 335.11%-319.4pp | 73.15%-57.4pp |
| Employer contribution / active EE | $4,591 | $2,223+106.5% | $3,786+21.2% | $2,343+96.0% |
| Participant deferral / active EE | $6,483 | $3,297+96.6% | $4,482+44.6% | $3,332+94.6% |
| Admin fee / account holder | $6,798 | $5,066+34.2% | $8,021-15.2% | $4,645+46.3% |