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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 | $78,636+45.6% | $105,607+8.4% | $74,459+53.7% |
| Participation rate | 92.1% | 72.8%+19.3pp | 75.3%+16.8pp | 67.2%+24.9pp |
| Annual return | 17.93% | 15.96%+2.0pp | 116.11%-98.2pp | 1369.70%-1351.8pp |
| Employer contribution / active EE | $5,209 | $2,523+106.5% | $3,167+64.5% | $2,626+98.4% |
| Participant deferral / active EE | $11,328 | $4,322+162.1% | $5,011+126.1% | $4,350+160.4% |
| Admin fee / account holder | $14,462 | $2,220+551.4% | $10,958+32.0% | $1,945+643.6% |