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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 | $120,313 | $79,169+52.0% | $100,415+19.8% | $74,478+61.5% |
| Participation rate | 91.1% | 79.4%+11.7pp | 81.5%+9.6pp | 67.2%+23.8pp |
| Annual return | 17.55% | 20.51%-3.0pp | 49.47%-31.9pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $5,126 | $3,017+69.9% | $3,943+30.0% | $2,626+95.2% |
| Participant deferral / active EE | $14,539 | $7,751+87.6% | $8,091+79.7% | $4,350+234.2% |
| Admin fee / account holder | $3,281 | $1,337+145.4% | $7,906-58.5% | $1,946+68.6% |