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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 | $114,280 | $61,125+87.0% | $94,057+21.5% | $87,485+30.6% |
| Participation rate | 93.5% | 64.1%+29.4pp | 73.3%+20.1pp | 68.9%+24.5pp |
| Annual return | 13.37% | 35.20%-21.8pp | 480.62%-467.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $11,308 | $2,136+429.3% | $2,933+285.5% | $2,596+335.5% |
| Participant deferral / active EE | $8,414 | $3,260+158.1% | $4,709+78.7% | $4,274+96.9% |
| Admin fee / account holder | $18,312 | $5,629+225.3% | $7,244+152.8% | $7,775+135.5% |