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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 | $109,480 | $106,749+2.6% | $145,433-24.7% | $82,448+32.8% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 70.25% | 27.59%+42.7pp | 66.58%+3.7pp | 41.64%+28.6pp |
| Employer contribution / active EE | $13,136 | $3,444+281.4% | $4,554+188.4% | $2,551+414.9% |
| Participant deferral / active EE | $4,647 | $6,519-28.7% | $7,897-41.2% | $4,139+12.3% |
| Admin fee / account holder | $11,466 | $8,390+36.7% | $13,129-12.7% | $7,234+58.5% |