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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 | $86,145 | $53,128+62.1% | $86,582-0.5% | $70,126+22.8% |
| Participation rate | 95.5% | 65.3%+30.2pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 16.41% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,063 | $2,068+48.1% | $2,839+7.9% | $2,343+30.7% |
| Participant deferral / active EE | $5,883 | $2,695+118.3% | $3,609+63.0% | $3,332+76.6% |
| Admin fee / account holder | $7,987 | $3,584+122.9% | $4,904+62.9% | $4,645+71.9% |