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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 | $92,754 | $78,707+17.8% | $117,861-21.3% | $70,126+32.3% |
| Participation rate | 91.2% | 73.2%+18.0pp | 79.7%+11.6pp | 69.5%+21.7pp |
| Annual return | 15.31% | 23.30%-8.0pp | 335.11%-319.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $4,491 | $2,223+102.0% | $3,786+18.6% | $2,343+91.7% |
| Participant deferral / active EE | $4,788 | $3,297+45.2% | $4,482+6.8% | $3,332+43.7% |
| Admin fee / account holder | $1,238 | $5,066-75.6% | $8,021-84.6% | $4,645-73.4% |