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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 | $58,923+81.4% | $97,167+10.0% | $74,546+43.4% |
| Participation rate | 96.0% | 63.6%+32.5pp | 72.7%+23.4pp | 67.2%+28.8pp |
| Annual return | 17.48% | 16.04%+1.4pp | 75.27%-57.8pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $2,627 | $1,894+38.7% | $2,729-3.8% | $2,624+0.1% |
| Participant deferral / active EE | $11,532 | $3,664+214.7% | $4,264+170.5% | $4,347+165.3% |
| Admin fee / account holder | $8,953 | $1,974+353.6% | $5,650+58.4% | $1,944+360.6% |