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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 | $141,781 | $53,128+166.9% | $86,582+63.8% | $70,126+102.2% |
| Participation rate | 94.4% | 65.3%+29.1pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 19.26% | 27.66%-8.4pp | 965.08%-945.8pp | 73.15%-53.9pp |
| Employer contribution / active EE | $4,361 | $2,068+110.9% | $2,839+53.6% | $2,343+86.2% |
| Participant deferral / active EE | $9,913 | $2,695+267.8% | $3,609+174.7% | $3,332+197.5% |
| Admin fee / account holder | $5,653 | $3,584+57.7% | $4,904+15.3% | $4,645+21.7% |