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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 | $104,468 | $49,897+109.4% | $80,648+29.5% | $75,177+39.0% |
| Participation rate | 87.9% | 55.3%+32.5pp | 67.0%+20.9pp | 67.2%+20.7pp |
| Annual return | 17.85% | 34.68%-16.8pp | 937.21%-919.4pp | 160.75%-142.9pp |
| Employer contribution / active EE | $6,276 | $1,699+269.4% | $2,724+130.4% | $2,671+135.0% |
| Participant deferral / active EE | $4,875 | $2,992+63.0% | $4,443+9.7% | $4,126+18.2% |
| Admin fee / account holder | $2,151 | $3,579-39.9% | $5,382-60.0% | $5,651-61.9% |