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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 | $97,306 | $53,127+83.2% | $86,597+12.4% | $70,131+38.7% |
| Participation rate | 92.2% | 65.3%+26.8pp | 73.5%+18.6pp | 69.5%+22.6pp |
| Annual return | 16.74% | 27.66%-10.9pp | 964.96%-948.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,924 | $2,068+89.7% | $2,840+38.2% | $2,342+67.5% |
| Participant deferral / active EE | $4,794 | $2,696+77.8% | $3,609+32.8% | $3,332+43.9% |
| Admin fee / account holder | $6,015 | $3,585+67.8% | $4,906+22.6% | $4,645+29.5% |