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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 | $119,156 | $65,434+82.1% | $98,483+21.0% | $85,847+38.8% |
| Participation rate | 88.8% | 65.0%+23.7pp | 73.3%+15.4pp | 69.3%+19.4pp |
| Annual return | 26.04% | 21.75%+4.3pp | 1494.38%-1468.3pp | 318.61%-292.6pp |
| Employer contribution / active EE | $728 | $2,169-66.4% | $2,961-75.4% | $2,565-71.6% |
| Participant deferral / active EE | $4,041 | $3,168+27.6% | $4,276-5.5% | $3,952+2.2% |
| Admin fee / account holder | $5,827 | $4,595+26.8% | $5,953-2.1% | $6,261-6.9% |