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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 | $127,650 | $48,314+164.2% | $67,561+88.9% | $80,925+57.7% |
| Participation rate | 95.0% | 66.4%+28.6pp | 72.9%+22.1pp | 67.7%+27.3pp |
| Annual return | 12.02% | 18.28%-6.3pp | 3525.44%-3513.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $4,464 | $2,022+120.8% | $2,735+63.2% | $2,756+61.9% |
| Participant deferral / active EE | $7,082 | $2,927+142.0% | $4,003+76.9% | $4,299+64.7% |
| Admin fee / account holder | $12,735 | $3,690+245.2% | $4,006+217.9% | $6,940+83.5% |