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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 | $114,001 | $61,125+86.5% | $94,057+21.2% | $87,485+30.3% |
| Participation rate | 96.4% | 64.1%+32.4pp | 73.3%+23.1pp | 68.9%+27.5pp |
| Annual return | 13.94% | 35.20%-21.3pp | 480.62%-466.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $5,764 | $2,136+169.8% | $2,933+96.5% | $2,596+122.0% |
| Participant deferral / active EE | $11,941 | $3,260+266.3% | $4,709+153.6% | $4,274+179.4% |
| Admin fee / account holder | $2,379 | $5,629-57.7% | $7,244-67.2% | $7,775-69.4% |