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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 | $111,031 | $49,897+122.5% | $80,648+37.7% | $75,177+47.7% |
| Participation rate | 87.1% | 55.3%+31.8pp | 67.0%+20.1pp | 67.2%+19.9pp |
| Annual return | 18.15% | 34.68%-16.5pp | 937.21%-919.1pp | 160.75%-142.6pp |
| Employer contribution / active EE | $5,116 | $1,699+201.1% | $2,724+87.9% | $2,671+91.5% |
| Participant deferral / active EE | $7,638 | $2,992+155.3% | $4,443+71.9% | $4,126+85.1% |
| Admin fee / account holder | $9,862 | $3,579+175.6% | $5,382+83.3% | $5,651+74.5% |