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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 | $99,875+9.6% | $146,866-25.5% | $86,983+25.9% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.5pp |
| Annual return | 70.25% | 28.10%+42.1pp | 102.85%-32.6pp | 25.83%+44.4pp |
| Employer contribution / active EE | $13,136 | $3,224+307.4% | $4,425+196.9% | $2,584+408.3% |
| Participant deferral / active EE | $4,647 | $6,322-26.5% | $7,759-40.1% | $4,194+10.8% |
| Admin fee / account holder | $11,466 | $7,838+46.3% | $13,620-15.8% | $7,856+46.0% |