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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 | $104,907 | $70,366+49.1% | $66,674+57.3% | $138,895-24.5% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.7%+16.8pp | 79.9%+10.6pp |
| Annual return | 23.60% | 386.41%-362.8pp | 321.24%-297.6pp | 145.39%-121.8pp |
| Employer contribution / active EE | $8,294 | $2,765+200.0% | $2,620+216.6% | $4,194+97.7% |
| Participant deferral / active EE | $5,234 | $4,374+19.7% | $4,084+28.2% | $6,396-18.2% |
| Admin fee / account holder | $22,630 | $5,262+330.0% | $5,098+343.9% | $12,562+80.1% |