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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 | $113,884 | $78,672+44.8% | $109,163+4.3% | $85,856+32.6% |
| Participation rate | 97.8% | 68.3%+29.6pp | 75.9%+21.9pp | 69.3%+28.5pp |
| Annual return | 12.24% | 25.09%-12.8pp | 25.75%-13.5pp | 318.58%-306.3pp |
| Employer contribution / active EE | $5,428 | $2,734+98.6% | $3,723+45.8% | $2,565+111.6% |
| Participant deferral / active EE | $12,875 | $3,467+271.3% | $4,654+176.7% | $3,952+225.8% |
| Admin fee / account holder | $10,420 | $5,470+90.5% | $6,754+54.3% | $6,261+66.4% |