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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 | $106,885 | $59,006+81.1% | $97,197+10.0% | $74,429+43.6% |
| Participation rate | 96.0% | 63.7%+32.3pp | 72.7%+23.4pp | 67.2%+28.8pp |
| Annual return | 17.48% | 16.04%+1.4pp | 75.47%-58.0pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $2,627 | $1,894+38.7% | $2,723-3.5% | $2,625+0.1% |
| Participant deferral / active EE | $11,532 | $3,671+214.2% | $4,263+170.5% | $4,348+165.2% |
| Admin fee / account holder | $8,953 | $1,974+353.5% | $5,637+58.8% | $1,944+360.5% |