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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 | $88,203+24.6% | $165,100-33.4% | $74,478+47.6% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 17.29% | 17.13%+0.2pp | 70.21%-52.9pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $3,055 | $2,601+17.5% | $4,348-29.7% | $2,626+16.3% |
| Participant deferral / active EE | $5,663 | $4,505+25.7% | $6,035-6.2% | $4,350+30.2% |
| Admin fee / account holder | $3,415 | $2,235+52.8% | $12,696-73.1% | $1,946+75.5% |