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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 | $124,836 | $65,440+90.8% | $98,506+26.7% | $85,851+45.4% |
| Participation rate | 92.1% | 65.0%+27.1pp | 73.3%+18.8pp | 69.3%+22.8pp |
| Annual return | 22.05% | 21.75%+0.3pp | 1494.92%-1472.9pp | 318.63%-296.6pp |
| Employer contribution / active EE | $2,535 | $2,169+16.9% | $2,961-14.4% | $2,565-1.2% |
| Participant deferral / active EE | $7,638 | $3,168+141.1% | $4,277+78.6% | $3,952+93.3% |
| Admin fee / account holder | $12,234 | $4,596+166.2% | $5,955+105.4% | $6,261+95.4% |