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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 | $213,636 | $80,812+164.4% | $160,784+32.9% | $82,448+159.1% |
| Participation rate | 95.3% | 66.2%+29.1pp | 77.0%+18.3pp | 68.1%+27.2pp |
| Annual return | 14.95% | 100.59%-85.6pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,971 | $2,174+82.7% | $3,733+6.4% | $2,551+55.7% |
| Participant deferral / active EE | $12,108 | $4,335+179.3% | $6,293+92.4% | $4,139+192.5% |
| Admin fee / account holder | $5,651 | $7,695-26.6% | $9,717-41.8% | $7,234-21.9% |