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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 | $123,534 | $78,707+57.0% | $117,861+4.8% | $70,126+76.2% |
| Participation rate | 90.6% | 73.2%+17.4pp | 79.7%+11.0pp | 69.5%+21.1pp |
| Annual return | 17.39% | 23.30%-5.9pp | 335.11%-317.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,618 | $2,223+17.8% | $3,786-30.8% | $2,343+11.8% |
| Participant deferral / active EE | $3,181 | $3,297-3.5% | $4,482-29.0% | $3,332-4.5% |
| Admin fee / account holder | $424 | $5,066-91.6% | $8,021-94.7% | $4,645-90.9% |