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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 | $124,804 | $48,011+160.0% | $63,803+95.6% | $82,637+51.0% |
| Participation rate | 83.3% | 66.6%+16.8pp | 72.7%+10.6pp | 68.1%+15.3pp |
| Annual return | 15.46% | 19.84%-4.4pp | 543.72%-528.3pp | 53.51%-38.0pp |
| Employer contribution / active EE | $4,123 | $1,904+116.6% | $2,532+62.8% | $2,552+61.6% |
| Participant deferral / active EE | $4,142 | $2,846+45.5% | $3,843+7.8% | $4,126+0.4% |
| Admin fee / account holder | $3,917 | $3,873+1.1% | $5,196-24.6% | $7,339-46.6% |