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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 | $116,264 | $58,828+97.6% | $78,002+49.1% | $62,881+84.9% |
| Participation rate | 93.4% | 71.1%+22.4pp | 75.5%+17.9pp | 69.3%+24.1pp |
| Annual return | 7.85% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,450 | $1,672-13.3% | $2,470-41.3% | $2,281-36.4% |
| Participant deferral / active EE | $3,789 | $2,686+41.1% | $3,497+8.4% | $3,203+18.3% |
| Admin fee / account holder | $5,990 | $4,393+36.3% | $5,481+9.3% | $4,296+39.4% |