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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 | $110,141 | $65,361+68.5% | $92,897+18.6% | $72,986+50.9% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 20.50% | 42.11%-21.6pp | 109.42%-88.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $5,102 | $2,594+96.7% | $3,653+39.7% | $2,440+109.1% |
| Participant deferral / active EE | $4,625 | $3,128+47.9% | $4,238+9.1% | $3,607+28.2% |
| Admin fee / account holder | $15,397 | $4,251+262.2% | $5,794+165.7% | $5,124+200.5% |