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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 | $117,572 | $77,145+52.4% | $108,410+8.5% | $85,856+36.9% |
| Participation rate | 96.0% | 74.7%+21.3pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 15.66% | 44.54%-28.9pp | 905.34%-889.7pp | 318.58%-302.9pp |
| Employer contribution / active EE | $3,459 | $2,379+45.4% | $3,558-2.8% | $2,565+34.8% |
| Participant deferral / active EE | $8,080 | $5,566+45.2% | $6,562+23.1% | $3,952+104.5% |
| Admin fee / account holder | $9,258 | $5,172+79.0% | $7,296+26.9% | $6,261+47.9% |