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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 | $86,742 | $53,128+63.3% | $86,581+0.2% | $70,124+23.7% |
| Participation rate | 93.0% | 65.3%+27.7pp | 73.5%+19.4pp | 69.5%+23.4pp |
| Annual return | 20.51% | 27.66%-7.1pp | 965.06%-944.5pp | 73.14%-52.6pp |
| Employer contribution / active EE | $4,169 | $2,068+101.6% | $2,840+46.8% | $2,342+78.0% |
| Participant deferral / active EE | $6,561 | $2,695+143.5% | $3,609+81.8% | $3,332+96.9% |
| Admin fee / account holder | $3,618 | $3,584+0.9% | $4,904-26.2% | $4,645-22.1% |