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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 | $105,368 | $58,241+80.9% | $81,780+28.8% | $80,911+30.2% |
| Participation rate | 83.8% | 63.4%+20.3pp | 72.4%+11.4pp | 67.6%+16.1pp |
| Annual return | 13.86% | 41.73%-27.9pp | 776.27%-762.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $4,038 | $2,343+72.3% | $2,914+38.6% | $2,756+46.5% |
| Participant deferral / active EE | $6,009 | $3,283+83.1% | $4,321+39.1% | $4,297+39.8% |
| Admin fee / account holder | $9,081 | $4,973+82.6% | $7,384+23.0% | $6,935+31.0% |