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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 | $74,614 | $60,442+23.4% | $96,754-22.9% | $87,485-14.7% |
| Participation rate | 98.0% | 58.7%+39.3pp | 70.3%+27.8pp | 68.9%+29.1pp |
| Annual return | 35.21% | 21.97%+13.2pp | 82.04%-46.8pp | 26.06%+9.1pp |
| Employer contribution / active EE | $12,125 | $1,691+617.2% | $2,679+352.6% | $2,596+367.0% |
| Participant deferral / active EE | $16,340 | $3,280+398.2% | $4,758+243.4% | $4,274+282.3% |
| Admin fee / account holder | $11,377 | $5,069+124.4% | $8,905+27.8% | $7,775+46.3% |