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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 | $120,091 | $53,128+126.0% | $86,582+38.7% | $70,126+71.3% |
| Participation rate | 93.5% | 65.3%+28.2pp | 73.5%+19.9pp | 69.5%+23.9pp |
| Annual return | 15.39% | 27.66%-12.3pp | 965.08%-949.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $5,269 | $2,068+154.8% | $2,839+85.5% | $2,343+124.9% |
| Participant deferral / active EE | $7,550 | $2,695+180.1% | $3,609+109.2% | $3,332+126.6% |
| Admin fee / account holder | $394 | $3,584-89.0% | $4,904-92.0% | $4,645-91.5% |