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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 | $134,946 | $53,128+154.0% | $86,582+55.9% | $70,126+92.4% |
| Participation rate | 95.8% | 65.3%+30.5pp | 73.5%+22.3pp | 69.5%+26.3pp |
| Annual return | 21.58% | 27.66%-6.1pp | 965.08%-943.5pp | 73.15%-51.6pp |
| Employer contribution / active EE | $2,850 | $2,068+37.8% | $2,839+0.4% | $2,343+21.7% |
| Participant deferral / active EE | $5,654 | $2,695+109.8% | $3,609+56.7% | $3,332+69.7% |
| Admin fee / account holder | $9,015 | $3,584+151.6% | $4,904+83.8% | $4,645+94.1% |