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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 | $106,851 | $85,171+25.5% | $172,752-38.1% | $72,975+46.4% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 32.22% | 27.32%+4.9pp | 802.97%-770.7pp | 81.01%-48.8pp |
| Employer contribution / active EE | $3,979 | $3,324+19.7% | $5,144-22.6% | $2,440+63.1% |
| Participant deferral / active EE | $5,845 | $3,260+79.3% | $5,198+12.5% | $3,608+62.0% |
| Admin fee / account holder | $6,531 | $5,880+11.1% | $13,955-53.2% | $5,124+27.5% |