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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 | $114,959 | $63,346+81.5% | $92,240+24.6% | $70,126+63.9% |
| Participation rate | 98.0% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 15.79% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,835 | $2,471-25.7% | $3,680-50.1% | $2,343-21.7% |
| Participant deferral / active EE | $3,608 | $2,854+26.4% | $3,897-7.4% | $3,332+8.3% |
| Admin fee / account holder | $989 | $3,841-74.2% | $5,194-81.0% | $4,645-78.7% |