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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 | $101,214 | $60,119+68.4% | $90,430+11.9% | $79,858+26.7% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 22.47% | 71.94%-49.5pp | 1293.73%-1271.3pp | 31.72%-9.2pp |
| Employer contribution / active EE | $2,500 | $2,068+20.9% | $3,262-23.4% | $2,471+1.2% |
| Participant deferral / active EE | $1,968 | $2,938-33.0% | $3,963-50.3% | $3,740-47.4% |
| Admin fee / account holder | $4,250 | $3,976+6.9% | $5,613-24.3% | $5,306-19.9% |