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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 | $103,649 | $58,311+77.8% | $81,882+26.6% | $80,959+28.0% |
| Participation rate | 89.2% | 63.5%+25.7pp | 72.4%+16.8pp | 67.7%+21.6pp |
| Annual return | 16.17% | 41.85%-25.7pp | 779.47%-763.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,903 | $2,347+23.7% | $2,916-0.4% | $2,757+5.3% |
| Participant deferral / active EE | $4,580 | $3,287+39.3% | $4,323+5.9% | $4,300+6.5% |
| Admin fee / account holder | $16,690 | $4,752+251.2% | $7,360+126.8% | $6,925+141.0% |