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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 | $93,340 | $68,398+36.5% | $94,664-1.4% | $75,173+24.2% |
| Participation rate | 98.9% | 76.1%+22.8pp | 80.8%+18.1pp | 67.2%+31.7pp |
| Annual return | 18.70% | 616.72%-598.0pp | 156.84%-138.1pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,765 | $2,701+2.4% | $3,673-24.7% | $2,671+3.5% |
| Participant deferral / active EE | $10,775 | $6,537+64.8% | $7,417+45.3% | $4,126+161.1% |
| Admin fee / account holder | $5,942 | $5,324+11.6% | $7,222-17.7% | $5,651+5.2% |