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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 | $102,960 | $77,638+32.6% | $156,551-34.2% | $62,881+63.7% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.2pp | 69.3%+28.0pp |
| Annual return | 9.46% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $11,994 | $3,444+248.3% | $5,501+118.0% | $2,281+425.8% |
| Participant deferral / active EE | $2,937 | $3,046-3.6% | $4,871-39.7% | $3,203-8.3% |
| Admin fee / account holder | $19,665 | $5,561+253.6% | $13,028+50.9% | $4,296+357.8% |