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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 | $106,597 | $65,440+62.9% | $98,506+8.2% | $85,851+24.2% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.3%+24.6pp |
| Annual return | 12.86% | 21.75%-8.9pp | 1494.92%-1482.1pp | 318.63%-305.8pp |
| Employer contribution / active EE | $8,130 | $2,169+274.8% | $2,961+174.6% | $2,565+216.9% |
| Participant deferral / active EE | $5,335 | $3,168+68.4% | $4,277+24.7% | $3,952+35.0% |
| Admin fee / account holder | $7,301 | $4,596+58.9% | $5,955+22.6% | $6,261+16.6% |