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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 | $111,088 | $63,346+75.4% | $92,240+20.4% | $70,126+58.4% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 15.39% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $4,857 | $2,471+96.5% | $3,680+32.0% | $2,343+107.3% |
| Participant deferral / active EE | $5,123 | $2,854+79.5% | $3,897+31.5% | $3,332+53.8% |
| Admin fee / account holder | $3,135 | $3,841-18.4% | $5,194-39.6% | $4,645-32.5% |