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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 | $100,567 | $68,398+47.0% | $94,664+6.2% | $75,173+33.8% |
| Participation rate | 97.3% | 76.1%+21.2pp | 80.8%+16.5pp | 67.2%+30.1pp |
| Annual return | 18.68% | 616.72%-598.0pp | 156.84%-138.2pp | 160.72%-142.0pp |
| Employer contribution / active EE | $3,738 | $2,701+38.4% | $3,673+1.8% | $2,671+39.9% |
| Participant deferral / active EE | $8,610 | $6,537+31.7% | $7,417+16.1% | $4,126+108.7% |
| Admin fee / account holder | $6,808 | $5,324+27.9% | $7,222-5.7% | $5,651+20.5% |