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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 | $115,206 | $88,360+30.4% | $145,433-20.8% | $67,986+69.5% |
| Participation rate | 87.9% | 65.5%+22.5pp | 82.1%+5.8pp | 57.2%+30.7pp |
| Annual return | 98.20% | 63.15%+35.1pp | 66.58%+31.6pp | 31.67%+66.5pp |
| Employer contribution / active EE | $4,630 | $3,054+51.6% | $4,554+1.7% | $2,019+129.4% |
| Participant deferral / active EE | $13,953 | $5,932+135.2% | $7,897+76.7% | $3,358+315.5% |
| Admin fee / account holder | $12,233 | $3,313+269.2% | $13,129-6.8% | $3,203+281.9% |