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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 | $109,902 | $55,457+98.2% | $77,361+42.1% | $94,015+16.9% |
| Participation rate | 95.0% | 69.8%+25.2pp | 75.0%+20.0pp | 70.8%+24.2pp |
| Annual return | 10.67% | 15.57%-4.9pp | 1011.54%-1000.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $3,742 | $2,255+66.0% | $2,990+25.1% | $2,790+34.1% |
| Participant deferral / active EE | $5,569 | $3,069+81.4% | $3,911+42.4% | $4,249+31.1% |
| Admin fee / account holder | $12,057 | $4,334+178.2% | $5,894+104.6% | $8,951+34.7% |