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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 | $110,250 | $65,367+68.7% | $92,915+18.7% | $72,976+51.1% |
| Participation rate | 90.1% | 68.3%+21.8pp | 76.0%+14.1pp | 69.5%+20.6pp |
| Annual return | 18.74% | 42.11%-23.4pp | 109.45%-90.7pp | 81.02%-62.3pp |
| Employer contribution / active EE | $9,154 | $2,594+252.9% | $3,653+150.5% | $2,440+275.1% |
| Participant deferral / active EE | $5,282 | $3,128+68.9% | $4,238+24.6% | $3,608+46.4% |
| Admin fee / account holder | $13,988 | $4,251+229.0% | $5,796+141.3% | $5,124+173.0% |