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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 | $129,281 | $72,492+78.3% | $87,104+48.4% | $72,975+77.2% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.9%+19.0pp | 69.5%+26.4pp |
| Annual return | 82.11% | 24.46%+57.7pp | 28.19%+53.9pp | 81.01%+1.1pp |
| Employer contribution / active EE | $1,377 | $1,894-27.3% | $2,521-45.4% | $2,440-43.6% |
| Participant deferral / active EE | $4,554 | $3,270+39.3% | $4,048+12.5% | $3,608+26.2% |
| Admin fee / account holder | $1,533 | $5,055-69.7% | $7,491-79.5% | $5,124-70.1% |