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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 | $112,335 | $93,345+20.3% | $119,126-5.7% | $87,485+28.4% |
| Participation rate | 98.4% | 68.7%+29.6pp | 75.8%+22.6pp | 68.9%+29.5pp |
| Annual return | 12.91% | 19.08%-6.2pp | 282.11%-269.2pp | 26.06%-13.2pp |
| Employer contribution / active EE | $12,299 | $3,172+287.8% | $4,034+204.9% | $2,596+373.7% |
| Participant deferral / active EE | $8,671 | $4,099+111.6% | $5,318+63.1% | $4,274+102.9% |
| Admin fee / account holder | $14,197 | $8,039+76.6% | $10,693+32.8% | $7,775+82.6% |