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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 | $104,297 | $61,125+70.6% | $94,057+10.9% | $87,485+19.2% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.3%+23.3pp | 68.9%+27.7pp |
| Annual return | 13.35% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.7pp |
| Employer contribution / active EE | $4,471 | $2,136+109.2% | $2,933+52.4% | $2,596+72.2% |
| Participant deferral / active EE | $7,245 | $3,260+122.2% | $4,709+53.8% | $4,274+69.5% |
| Admin fee / account holder | $10,914 | $5,629+93.9% | $7,244+50.7% | $7,775+40.4% |