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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 | $111,453 | $86,294+29.2% | $111,303+0.1% | $85,856+29.8% |
| Participation rate | 97.1% | 73.3%+23.8pp | 77.3%+19.8pp | 69.3%+27.8pp |
| Annual return | 13.94% | 19.99%-6.0pp | 54.66%-40.7pp | 318.58%-304.6pp |
| Employer contribution / active EE | $5,100 | $2,043+149.6% | $2,731+86.7% | $2,565+98.8% |
| Participant deferral / active EE | $5,446 | $3,641+49.6% | $4,487+21.4% | $3,952+37.8% |
| Admin fee / account holder | $10,307 | $8,189+25.9% | $7,966+29.4% | $6,261+64.6% |