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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 | $109,954 | $89,259+23.2% | $107,187+2.6% | $82,637+33.1% |
| Participation rate | 87.0% | 67.9%+19.1pp | 75.0%+12.0pp | 68.1%+19.0pp |
| Annual return | 18.67% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.8pp |
| Employer contribution / active EE | $4,307 | $3,080+39.8% | $3,782+13.9% | $2,552+68.8% |
| Participant deferral / active EE | $10,538 | $4,037+161.0% | $5,096+106.8% | $4,126+155.4% |
| Admin fee / account holder | $10,096 | $7,381+36.8% | $9,162+10.2% | $7,339+37.6% |