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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 | $114,459 | $78,483+45.8% | $106,201+7.8% | $74,546+53.5% |
| Participation rate | 92.1% | 72.8%+19.3pp | 75.3%+16.8pp | 67.2%+24.9pp |
| Annual return | 17.93% | 15.94%+2.0pp | 116.26%-98.3pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $5,209 | $2,522+106.6% | $3,170+64.3% | $2,624+98.5% |
| Participant deferral / active EE | $11,328 | $4,320+162.2% | $5,012+126.0% | $4,347+160.6% |
| Admin fee / account holder | $14,462 | $2,236+546.9% | $11,039+31.0% | $1,944+644.1% |