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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 | $119,124 | $108,285+10.0% | $77,552+53.6% | $158,982-25.1% |
| Participation rate | 91.3% | 64.4%+26.9pp | 54.2%+37.1pp | 82.0%+9.3pp |
| Annual return | 9.98% | 31.69%-21.7pp | 54.82%-44.8pp | 302.99%-293.0pp |
| Employer contribution / active EE | $4,783 | $1,325+261.0% | $987+384.8% | $4,763+0.4% |
| Participant deferral / active EE | $10,927 | $2,455+345.0% | $1,861+487.2% | $5,983+82.6% |
| Admin fee / account holder | $39,676 | $3,709+969.7% | $2,859+1287.7% | $11,252+252.6% |