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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 | $166,968 | $88,754+88.1% | $81,820+104.1% | $145,877+14.5% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 12.96% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,085 | $3,0850% | $2,915+5.8% | $4,663-33.8% |
| Participant deferral / active EE | $5,477 | $4,648+17.9% | $4,323+26.7% | $6,691-18.1% |
| Admin fee / account holder | $1,505 | $8,424-82.1% | $7,391-79.6% | $13,402-88.8% |