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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 | $108,735 | $79,181+37.3% | $102,423+6.2% | $74,429+46.1% |
| Participation rate | 84.8% | 74.8%+10.0pp | 76.5%+8.3pp | 67.2%+17.6pp |
| Annual return | 48.02% | 54.97%-7.0pp | 29.42%+18.6pp | 1368.38%-1320.4pp |
| Employer contribution / active EE | $5,289 | $2,362+124.0% | $3,023+75.0% | $2,625+101.5% |
| Participant deferral / active EE | $15,562 | $4,416+252.4% | $5,054+207.9% | $4,348+257.9% |
| Admin fee / account holder | $10,663 | $2,002+432.7% | $9,455+12.8% | $1,944+448.4% |