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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 | $109,906 | $88,087+24.8% | $164,866-33.3% | $74,546+47.4% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 17.29% | 17.27%0pp | 69.97%-52.7pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $3,055 | $2,595+17.7% | $4,343-29.7% | $2,624+16.4% |
| Participant deferral / active EE | $5,663 | $4,499+25.9% | $6,033-6.1% | $4,347+30.3% |
| Admin fee / account holder | $3,415 | $2,232+53.0% | $12,689-73.1% | $1,944+75.7% |