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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 | $120,739 | $78,670+53.5% | $109,173+10.6% | $85,847+40.6% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 14.65% | 25.09%-10.4pp | 25.75%-11.1pp | 318.61%-304.0pp |
| Employer contribution / active EE | $4,489 | $2,734+64.2% | $3,723+20.6% | $2,565+75.0% |
| Participant deferral / active EE | $7,252 | $3,467+109.1% | $4,654+55.8% | $3,952+83.5% |
| Admin fee / account holder | $13,094 | $5,469+139.4% | $6,755+93.8% | $6,261+109.2% |