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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 | $56,899 | $53,127+7.1% | $86,597-34.3% | $70,131-18.9% |
| Participation rate | 95.0% | 65.3%+29.7pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 29.46% | 27.66%+1.8pp | 964.96%-935.5pp | 73.14%-43.7pp |
| Employer contribution / active EE | $3,006 | $2,068+45.3% | $2,840+5.9% | $2,342+28.3% |
| Participant deferral / active EE | $4,418 | $2,696+63.9% | $3,609+22.4% | $3,332+32.6% |
| Admin fee / account holder | $7,323 | $3,585+104.3% | $4,906+49.3% | $4,645+57.6% |