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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 | $81,143 | $48,011+69.0% | $63,803+27.2% | $82,637-1.8% |
| Participation rate | 98.4% | 66.6%+31.8pp | 72.7%+25.7pp | 68.1%+30.4pp |
| Annual return | 15.15% | 19.84%-4.7pp | 543.72%-528.6pp | 53.51%-38.4pp |
| Employer contribution / active EE | $3,979 | $1,904+109.0% | $2,532+57.1% | $2,552+55.9% |
| Participant deferral / active EE | $5,459 | $2,846+91.8% | $3,843+42.0% | $4,126+32.3% |
| Admin fee / account holder | $7,950 | $3,873+105.3% | $5,196+53.0% | $7,339+8.3% |