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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 | $114,994 | $72,426+58.8% | $67,560+70.2% | $145,897-21.2% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 14.00% | 7226.78%-7212.8pp | 3533.50%-3519.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,528 | $3,074-50.3% | $2,737-44.1% | $4,663-67.2% |
| Participant deferral / active EE | $4,448 | $4,785-7.0% | $4,004+11.1% | $6,689-33.5% |
| Admin fee / account holder | $43,332 | $5,514+685.9% | $3,994+984.9% | $13,390+223.6% |