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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 | $97,086 | $65,434+48.4% | $98,483-1.4% | $85,847+13.1% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 15.79% | 21.75%-6.0pp | 1494.38%-1478.6pp | 318.61%-302.8pp |
| Employer contribution / active EE | $3,492 | $2,169+61.0% | $2,961+17.9% | $2,565+36.1% |
| Participant deferral / active EE | $6,963 | $3,168+119.8% | $4,276+62.8% | $3,952+76.2% |
| Admin fee / account holder | $7,102 | $4,595+54.5% | $5,953+19.3% | $6,261+13.4% |