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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 | $48,327+164.1% | $67,575+88.9% | $80,935+57.7% |
| Participation rate | 95.0% | 66.4%+28.6pp | 72.9%+22.1pp | 67.7%+27.3pp |
| Annual return | 12.02% | 18.31%-6.3pp | 3528.98%-3517.0pp | 35.66%-23.6pp |
| Employer contribution / active EE | $4,464 | $2,022+120.7% | $2,736+63.2% | $2,757+61.9% |
| Participant deferral / active EE | $7,082 | $2,927+141.9% | $4,003+76.9% | $4,299+64.7% |
| Admin fee / account holder | $12,735 | $3,692+244.9% | $3,993+218.9% | $6,924+83.9% |