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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 | $116,210 | $63,342+83.5% | $92,235+26.0% | $70,131+65.7% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 23.32% | 530.15%-506.8pp | 176.28%-153.0pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,894 | $2,471+17.1% | $3,679-21.3% | $2,342+23.6% |
| Participant deferral / active EE | $8,121 | $2,854+184.6% | $3,897+108.4% | $3,332+143.8% |
| Admin fee / account holder | $5,514 | $3,840+43.6% | $5,194+6.2% | $4,645+18.7% |