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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 | $101,672 | $51,638+96.9% | $68,368+48.7% | $82,448+23.3% |
| Participation rate | 73.1% | 63.6%+9.5pp | 73.8%-0.7pp | 68.1%+5.0pp |
| Annual return | 14.86% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $5,635 | $2,047+175.3% | $2,649+112.7% | $2,551+120.9% |
| Participant deferral / active EE | $7,930 | $2,914+172.2% | $4,123+92.3% | $4,139+91.6% |
| Admin fee / account holder | $13,430 | $4,643+189.2% | $5,150+160.8% | $7,234+85.6% |