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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 | $105,103 | $91,559+14.8% | $133,971-21.5% | $79,852+31.6% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 17.29% | 61.85%-44.6pp | 45.09%-27.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $9,881 | $2,384+314.5% | $3,919+152.2% | $2,471+299.9% |
| Participant deferral / active EE | $8,623 | $3,734+130.9% | $5,047+70.9% | $3,740+130.5% |
| Admin fee / account holder | $7,120 | $6,321+12.6% | $8,929-20.3% | $5,306+34.2% |