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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 | $77,449 | $53,127+45.8% | $86,597-10.6% | $70,131+10.4% |
| Participation rate | 90.6% | 65.3%+25.3pp | 73.5%+17.1pp | 69.5%+21.1pp |
| Annual return | 17.12% | 27.66%-10.5pp | 964.96%-947.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $8,249 | $2,068+298.9% | $2,840+190.5% | $2,342+252.2% |
| Participant deferral / active EE | $5,705 | $2,696+111.6% | $3,609+58.1% | $3,332+71.2% |
| Admin fee / account holder | $1,162 | $3,585-67.6% | $4,906-76.3% | $4,645-75.0% |