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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 | $114,980 | $63,346+81.5% | $92,240+24.7% | $70,126+64.0% |
| Participation rate | 80.7% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.2pp |
| Annual return | 13.49% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $4,769 | $2,471+93.0% | $3,680+29.6% | $2,343+103.6% |
| Participant deferral / active EE | $5,400 | $2,854+89.2% | $3,897+38.6% | $3,332+62.1% |
| Admin fee / account holder | $2,086 | $3,841-45.7% | $5,194-59.8% | $4,645-55.1% |