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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 | $79,045+52.2% | $100,378+19.9% | $74,429+61.6% |
| Participation rate | 91.1% | 79.4%+11.6pp | 81.5%+9.6pp | 67.2%+23.9pp |
| Annual return | 17.55% | 20.61%-3.1pp | 49.41%-31.9pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $5,126 | $3,015+70.0% | $3,942+30.0% | $2,625+95.3% |
| Participant deferral / active EE | $14,539 | $7,751+87.6% | $8,087+79.8% | $4,348+234.4% |
| Admin fee / account holder | $3,281 | $1,335+145.8% | $7,899-58.5% | $1,944+68.8% |