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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 | $96,360 | $50,554+90.6% | $67,681+42.4% | $87,485+10.1% |
| Participation rate | 86.7% | 67.7%+18.9pp | 73.7%+12.9pp | 68.9%+17.7pp |
| Annual return | 14.97% | 17.81%-2.8pp | 590.58%-575.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,987 | $1,988+50.2% | $2,678+11.5% | $2,596+15.1% |
| Participant deferral / active EE | $5,262 | $2,961+77.7% | $3,976+32.4% | $4,274+23.1% |
| Admin fee / account holder | $1,298 | $4,132-68.6% | $6,100-78.7% | $7,775-83.3% |