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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 | $123,103 | $70,366+74.9% | $66,674+84.6% | $138,895-11.4% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.7%+19.2pp | 79.9%+12.9pp |
| Annual return | 15.30% | 386.41%-371.1pp | 321.24%-305.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,611 | $2,765+30.6% | $2,620+37.8% | $4,194-13.9% |
| Participant deferral / active EE | $5,690 | $4,374+30.1% | $4,084+39.3% | $6,396-11.0% |
| Admin fee / account holder | $5,187 | $5,262-1.4% | $5,098+1.7% | $12,562-58.7% |