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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 | $106,885 | $59,006+81.1% | $97,295+9.9% | $74,478+43.5% |
| Participation rate | 96.0% | 63.7%+32.3pp | 72.7%+23.4pp | 67.2%+28.8pp |
| Annual return | 17.48% | 16.04%+1.4pp | 75.62%-58.1pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $2,627 | $1,894+38.7% | $2,723-3.5% | $2,6260% |
| Participant deferral / active EE | $11,532 | $3,671+214.2% | $4,264+170.5% | $4,350+165.1% |
| Admin fee / account holder | $8,953 | $1,974+353.5% | $5,646+58.6% | $1,946+360.1% |