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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 | $120,255 | $78,670+52.9% | $109,173+10.2% | $85,847+40.1% |
| Participation rate | 98.1% | 68.3%+29.8pp | 75.9%+22.2pp | 69.3%+28.8pp |
| Annual return | 38.49% | 25.09%+13.4pp | 25.75%+12.7pp | 318.61%-280.1pp |
| Employer contribution / active EE | $9,245 | $2,734+238.2% | $3,723+148.3% | $2,565+260.4% |
| Participant deferral / active EE | $5,788 | $3,467+66.9% | $4,654+24.4% | $3,952+46.5% |
| Admin fee / account holder | $912 | $5,469-83.3% | $6,755-86.5% | $6,261-85.4% |