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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 | $111,524 | $58,726+89.9% | $142,898-22.0% | $85,851+29.9% |
| Participation rate | 78.7% | 58.5%+20.2pp | 72.0%+6.8pp | 69.3%+9.4pp |
| Annual return | 13.96% | 27.73%-13.8pp | 5639.64%-5625.7pp | 318.63%-304.7pp |
| Employer contribution / active EE | $2,190 | $1,424+53.8% | $4,146-47.2% | $2,565-14.6% |
| Participant deferral / active EE | $5,543 | $2,609+112.5% | $3,838+44.4% | $3,952+40.3% |
| Admin fee / account holder | $7,262 | $4,234+71.5% | $6,560+10.7% | $6,261+16.0% |