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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 | $125,291 | $53,128+135.8% | $86,581+44.7% | $70,124+78.7% |
| Participation rate | 94.6% | 65.3%+29.3pp | 73.5%+21.0pp | 69.5%+25.1pp |
| Annual return | 16.26% | 27.66%-11.4pp | 965.06%-948.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,970 | $2,068+92.0% | $2,840+39.8% | $2,342+69.5% |
| Participant deferral / active EE | $4,935 | $2,695+83.1% | $3,609+36.8% | $3,332+48.1% |
| Admin fee / account holder | $1,330 | $3,584-62.9% | $4,904-72.9% | $4,645-71.4% |