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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 | $97,572 | $78,707+24.0% | $117,861-17.2% | $70,126+39.1% |
| Participation rate | 95.1% | 73.2%+21.9pp | 79.7%+15.4pp | 69.5%+25.5pp |
| Annual return | 18.94% | 23.30%-4.4pp | 335.11%-316.2pp | 73.15%-54.2pp |
| Employer contribution / active EE | $4,032 | $2,223+81.3% | $3,786+6.5% | $2,343+72.1% |
| Participant deferral / active EE | $5,219 | $3,297+58.3% | $4,482+16.4% | $3,332+56.6% |
| Admin fee / account holder | $6,063 | $5,066+19.7% | $8,021-24.4% | $4,645+30.5% |