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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 | $111,140 | $96,236+15.5% | $136,072-18.3% | $80,935+37.3% |
| Participation rate | 86.7% | 71.2%+15.5pp | 76.4%+10.2pp | 67.7%+19.0pp |
| Annual return | 15.28% | 28.74%-13.5pp | 580.46%-565.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,749 | $3,350+41.8% | $4,216+12.7% | $2,757+72.3% |
| Participant deferral / active EE | $11,203 | $5,709+96.2% | $7,028+59.4% | $4,299+160.6% |
| Admin fee / account holder | $10,979 | $8,250+33.1% | $6,718+63.4% | $6,924+58.5% |