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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 | $67,859 | $27,936+142.9% | $58,561+15.9% | $75,173-9.7% |
| Participation rate | 98.5% | 38.8%+59.7pp | 50.9%+47.6pp | 67.2%+31.3pp |
| Annual return | 17.41% | 44.21%-26.8pp | 4251.33%-4233.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,535 | $670+129.2% | $1,053+45.7% | $2,671-42.5% |
| Participant deferral / active EE | $5,620 | $1,202+367.6% | $1,923+192.2% | $4,126+36.2% |
| Admin fee / account holder | $6,238 | $1,727+261.3% | $2,520+147.5% | $5,651+10.4% |