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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 | $78,976+52.3% | $100,383+19.9% | $74,546+61.4% |
| Participation rate | 91.1% | 79.5%+11.6pp | 81.5%+9.6pp | 67.2%+23.9pp |
| Annual return | 17.55% | 20.62%-3.1pp | 49.26%-31.7pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $5,126 | $3,019+69.8% | $3,944+30.0% | $2,624+95.3% |
| Participant deferral / active EE | $14,539 | $7,758+87.4% | $8,086+79.8% | $4,347+234.4% |
| Admin fee / account holder | $3,281 | $1,330+146.7% | $7,900-58.5% | $1,944+68.8% |