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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 | $113,818 | $53,128+114.2% | $86,582+31.5% | $70,126+62.3% |
| Participation rate | 88.1% | 65.3%+22.8pp | 73.5%+14.6pp | 69.5%+18.6pp |
| Annual return | 18.80% | 27.66%-8.9pp | 965.08%-946.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $6,611 | $2,068+219.7% | $2,839+132.8% | $2,343+182.2% |
| Participant deferral / active EE | $3,611 | $2,695+34.0% | $3,609+0.1% | $3,332+8.4% |
| Admin fee / account holder | $8,305 | $3,584+131.7% | $4,904+69.3% | $4,645+78.8% |