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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 | $93,395 | $48,284+93.4% | $67,524+38.3% | $80,911+15.4% |
| Participation rate | 93.5% | 66.4%+27.2pp | 72.9%+20.7pp | 67.6%+25.9pp |
| Annual return | 15.30% | 18.27%-3.0pp | 3519.41%-3504.1pp | 35.63%-20.3pp |
| Employer contribution / active EE | $4,504 | $2,021+122.8% | $2,734+64.8% | $2,756+63.5% |
| Participant deferral / active EE | $7,629 | $2,927+160.7% | $4,001+90.7% | $4,297+77.5% |
| Admin fee / account holder | $5,554 | $3,688+50.6% | $4,001+38.8% | $6,935-19.9% |