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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 | $99,870 | $85,171+17.3% | $172,752-42.2% | $72,975+36.9% |
| Participation rate | 83.0% | 70.1%+12.9pp | 82.6%+0.3pp | 69.5%+13.5pp |
| Annual return | 26.13% | 27.32%-1.2pp | 802.97%-776.8pp | 81.01%-54.9pp |
| Employer contribution / active EE | $5,664 | $3,324+70.4% | $5,144+10.1% | $2,440+132.1% |
| Participant deferral / active EE | $4,567 | $3,260+40.1% | $5,198-12.1% | $3,608+26.6% |
| Admin fee / account holder | $3,716 | $5,880-36.8% | $13,955-73.4% | $5,124-27.5% |