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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 | $94,415 | $53,128+77.7% | $86,582+9.0% | $70,126+34.6% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 15.17% | 27.66%-12.5pp | 965.08%-949.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,817 | $2,068+36.2% | $2,839-0.8% | $2,343+20.3% |
| Participant deferral / active EE | $7,528 | $2,695+179.3% | $3,609+108.6% | $3,332+125.9% |
| Admin fee / account holder | $535 | $3,584-85.1% | $4,904-89.1% | $4,645-88.5% |