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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 | $119,081 | $78,707+51.3% | $117,861+1.0% | $70,126+69.8% |
| Participation rate | 97.2% | 73.2%+24.0pp | 79.7%+17.5pp | 69.5%+27.6pp |
| Annual return | 14.39% | 23.30%-8.9pp | 335.11%-320.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $4,889 | $2,223+119.9% | $3,786+29.1% | $2,343+108.7% |
| Participant deferral / active EE | $7,798 | $3,297+136.5% | $4,482+74.0% | $3,332+134.0% |
| Admin fee / account holder | $1,999 | $5,066-60.5% | $8,021-75.1% | $4,645-57.0% |