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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 | $92,978 | $45,041+106.4% | $63,003+47.6% | $70,131+32.6% |
| Participation rate | 94.4% | 69.5%+24.9pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 19.81% | 18.76%+1.1pp | 87.59%-67.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $9,549 | $2,052+365.3% | $2,760+246.0% | $2,342+307.7% |
| Participant deferral / active EE | $8,690 | $2,465+252.5% | $3,329+161.0% | $3,332+160.8% |
| Admin fee / account holder | $3,487 | $2,836+23.0% | $3,600-3.1% | $4,645-24.9% |