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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 | $104,808 | $85,171+23.1% | $172,753-39.3% | $72,976+43.6% |
| Participation rate | 97.8% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 18.60% | 27.32%-8.7pp | 803.00%-784.4pp | 81.02%-62.4pp |
| Employer contribution / active EE | $5,652 | $3,324+70.0% | $5,144+9.9% | $2,440+131.6% |
| Participant deferral / active EE | $3,866 | $3,260+18.6% | $5,198-25.6% | $3,608+7.2% |
| Admin fee / account holder | $3,171 | $5,880-46.1% | $13,956-77.3% | $5,124-38.1% |