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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 | $78,562+45.7% | $105,608+8.4% | $74,429+53.8% |
| Participation rate | 92.1% | 72.8%+19.3pp | 75.3%+16.8pp | 67.2%+24.9pp |
| Annual return | 17.93% | 15.94%+2.0pp | 116.50%-98.6pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $5,209 | $2,521+106.6% | $3,167+64.5% | $2,625+98.5% |
| Participant deferral / active EE | $11,328 | $4,321+162.1% | $5,010+126.1% | $4,348+160.5% |
| Admin fee / account holder | $14,462 | $2,217+552.4% | $11,028+31.1% | $1,944+643.8% |