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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 | $112,793 | $109,359+3.1% | $162,185-30.5% | $72,976+54.6% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 106.47% | 25.46%+81.0pp | 115.61%-9.1pp | 81.02%+25.5pp |
| Employer contribution / active EE | $5,250 | $3,907+34.4% | $5,613-6.5% | $2,440+115.2% |
| Participant deferral / active EE | $11,145 | $5,481+103.3% | $7,297+52.7% | $3,608+208.9% |
| Admin fee / account holder | $913 | $7,972-88.5% | $10,844-91.6% | $5,124-82.2% |