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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 | $102,439 | $98,240+4.3% | $82,312+24.5% | $147,586-30.6% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | 20.12% | 30.85%-10.7pp | 25.88%-5.8pp | 578.59%-558.5pp |
| Employer contribution / active EE | $6,424 | $3,192+101.3% | $2,428+164.5% | $4,876+31.7% |
| Participant deferral / active EE | $4,843 | $4,383+10.5% | $3,706+30.7% | $5,439-11.0% |
| Admin fee / account holder | $38,581 | $8,563+350.6% | $5,608+588.0% | $10,886+254.4% |