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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 | $106,455 | $48,570+119.2% | $130,660-18.5% | $72,975+45.9% |
| Participation rate | 98.3% | 58.6%+39.7pp | 71.7%+26.6pp | 69.5%+28.8pp |
| Annual return | 16.82% | 38.63%-21.8pp | 1709.29%-1692.5pp | 81.01%-64.2pp |
| Employer contribution / active EE | $2,968 | $1,334+122.5% | $4,092-27.5% | $2,440+21.6% |
| Participant deferral / active EE | $6,704 | $2,384+181.2% | $3,603+86.1% | $3,608+85.8% |
| Admin fee / account holder | $3,328 | $3,549-6.2% | $5,463-39.1% | $5,124-35.1% |