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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 | $122,936 | $83,485+47.3% | $125,195-1.8% | $72,976+68.5% |
| Participation rate | 97.0% | 73.3%+23.7pp | 79.8%+17.2pp | 69.5%+27.5pp |
| Annual return | 48.15% | 25.77%+22.4pp | 43.79%+4.4pp | 81.02%-32.9pp |
| Employer contribution / active EE | $2,888 | $2,346+23.1% | $3,866-25.3% | $2,440+18.4% |
| Participant deferral / active EE | $4,513 | $3,586+25.9% | $4,937-8.6% | $3,608+25.1% |
| Admin fee / account holder | $29,584 | $5,518+436.2% | $9,704+204.9% | $5,124+477.4% |