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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 | $108,991 | $36,916+195.2% | $156,551-30.4% | $57,658+89.0% |
| Participation rate | 89.6% | 63.4%+26.1pp | 84.0%+5.6pp | 70.2%+19.3pp |
| Annual return | 70.52% | 12.38%+58.1pp | 32.23%+38.3pp | 5.13%+65.4pp |
| Employer contribution / active EE | $7,054 | $1,571+349.2% | $5,501+28.2% | $1,974+257.4% |
| Participant deferral / active EE | $4,640 | $1,926+141.0% | $4,871-4.7% | $3,061+51.6% |
| Admin fee / account holder | $2,019 | $82+2347.1% | $13,028-84.5% | $95+2035.3% |