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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 | $116,876 | $65,434+78.6% | $98,483+18.7% | $85,847+36.1% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.6pp | 69.3%+23.7pp |
| Annual return | 31.04% | 21.75%+9.3pp | 1494.38%-1463.3pp | 318.61%-287.6pp |
| Employer contribution / active EE | $2,823 | $2,169+30.2% | $2,961-4.6% | $2,565+10.1% |
| Participant deferral / active EE | $3,194 | $3,168+0.8% | $4,276-25.3% | $3,952-19.2% |
| Admin fee / account holder | $4,836 | $4,595+5.3% | $5,953-18.8% | $6,261-22.7% |