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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 | $77,555 | $53,127+46.0% | $86,597-10.4% | $70,131+10.6% |
| Participation rate | 91.7% | 65.3%+26.4pp | 73.5%+18.1pp | 69.5%+22.1pp |
| Annual return | 20.20% | 27.66%-7.5pp | 964.96%-944.8pp | 73.14%-52.9pp |
| Employer contribution / active EE | $5,502 | $2,068+166.0% | $2,840+93.8% | $2,342+134.9% |
| Participant deferral / active EE | $7,899 | $2,696+193.0% | $3,609+118.9% | $3,332+137.1% |
| Admin fee / account holder | $4,452 | $3,585+24.2% | $4,906-9.3% | $4,645-4.2% |