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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 | $105,236 | $78,707+33.7% | $117,861-10.7% | $70,126+50.1% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 13.42% | 23.30%-9.9pp | 335.11%-321.7pp | 73.15%-59.7pp |
| Employer contribution / active EE | $7,554 | $2,223+239.7% | $3,786+99.5% | $2,343+222.5% |
| Participant deferral / active EE | $6,870 | $3,297+108.4% | $4,482+53.3% | $3,332+106.2% |
| Admin fee / account holder | $10,222 | $5,066+101.8% | $8,021+27.4% | $4,645+120.0% |