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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 | $116,405 | $85,169+36.7% | $172,755-32.6% | $72,983+59.5% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 25.21% | 27.32%-2.1pp | 802.94%-777.7pp | 81.01%-55.8pp |
| Employer contribution / active EE | $4,672 | $3,324+40.6% | $5,144-9.2% | $2,440+91.5% |
| Participant deferral / active EE | $5,492 | $3,260+68.5% | $5,198+5.7% | $3,608+52.2% |
| Admin fee / account holder | $355 | $5,880-94.0% | $13,955-97.5% | $5,124-93.1% |