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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 | $116,155 | $78,705+47.6% | $117,857-1.4% | $70,131+65.6% |
| Participation rate | 93.4% | 73.2%+20.2pp | 79.7%+13.8pp | 69.5%+23.9pp |
| Annual return | 14.89% | 23.30%-8.4pp | 335.09%-320.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $4,518 | $2,223+103.2% | $3,786+19.3% | $2,342+92.9% |
| Participant deferral / active EE | $2,695 | $3,297-18.2% | $4,482-39.9% | $3,332-19.1% |
| Admin fee / account holder | $3,011 | $5,065-40.6% | $8,020-62.5% | $4,645-35.2% |