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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 | $91,659 | $116,203-21.1% | $93,621-2.1% | $152,909-40.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.8%+11.7pp | 82.5%+5.0pp |
| Annual return | 243.06% | 35.96%+207.1pp | 32.76%+210.3pp | 345.46%-102.4pp |
| Employer contribution / active EE | $4,266 | $3,219+32.5% | $2,719+56.9% | $4,764-10.5% |
| Participant deferral / active EE | $7,751 | $4,605+68.3% | $4,070+90.5% | $5,851+32.5% |
| Admin fee / account holder | $1,607 | $10,751-85.0% | $7,890-79.6% | $11,601-86.1% |