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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 | $87,270 | $63,346+37.8% | $92,240-5.4% | $70,126+24.4% |
| Participation rate | 90.7% | 68.7%+22.0pp | 76.5%+14.2pp | 69.5%+21.2pp |
| Annual return | 15.60% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $4,499 | $2,471+82.1% | $3,680+22.3% | $2,343+92.1% |
| Participant deferral / active EE | $5,028 | $2,854+76.2% | $3,897+29.0% | $3,332+50.9% |
| Admin fee / account holder | $8,126 | $3,841+111.6% | $5,194+56.4% | $4,645+74.9% |