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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 | $118,170 | $58,828+100.9% | $78,002+51.5% | $62,881+87.9% |
| Participation rate | 92.7% | 71.1%+21.6pp | 75.5%+17.2pp | 69.3%+23.4pp |
| Annual return | 4.97% | 17.16%-12.2pp | 425.99%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $2,474 | $1,672+48.0% | $2,470+0.2% | $2,281+8.5% |
| Participant deferral / active EE | $4,246 | $2,686+58.1% | $3,497+21.4% | $3,203+32.6% |
| Admin fee / account holder | $14,762 | $4,393+236.0% | $5,481+169.3% | $4,296+243.7% |