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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 | $93,330 | $71,192+31.1% | $117,861-20.8% | $62,293+49.8% |
| Participation rate | 94.5% | 74.2%+20.3pp | 79.7%+14.9pp | 69.5%+25.0pp |
| Annual return | 18.61% | 18.66%0pp | 335.11%-316.5pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,770 | $1,934+43.2% | $3,786-26.8% | $2,042+35.6% |
| Participant deferral / active EE | $4,904 | $3,189+53.8% | $4,482+9.4% | $3,169+54.8% |
| Admin fee / account holder | $3,363 | $587+472.7% | $8,021-58.1% | $479+601.7% |