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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 | $102,697 | $78,705+30.5% | $117,860-12.9% | $70,124+46.4% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 13.54% | 23.30%-9.8pp | 335.10%-321.6pp | 73.14%-59.6pp |
| Employer contribution / active EE | $5,733 | $2,223+157.8% | $3,786+51.4% | $2,342+144.7% |
| Participant deferral / active EE | $5,904 | $3,297+79.1% | $4,482+31.7% | $3,332+77.2% |
| Admin fee / account holder | $2,094 | $5,065-58.7% | $8,021-73.9% | $4,645-54.9% |