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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 | $103,498 | $51,184+102.2% | $66,439+55.8% | $86,983+19.0% |
| Participation rate | 95.2% | 68.5%+26.8pp | 74.5%+20.7pp | 69.5%+25.7pp |
| Annual return | 15.18% | 17.07%-1.9pp | 757.66%-742.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $4,619 | $2,023+128.4% | $2,637+75.2% | $2,584+78.7% |
| Participant deferral / active EE | $5,452 | $2,927+86.2% | $3,876+40.7% | $4,194+30.0% |
| Admin fee / account holder | $10,629 | $4,154+155.9% | $6,173+72.2% | $7,856+35.3% |