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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 | $141,105 | $63,346+122.8% | $92,239+53.0% | $70,124+101.2% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 24.14% | 530.19%-506.1pp | 176.29%-152.2pp | 73.14%-49.0pp |
| Employer contribution / active EE | $1,944 | $2,471-21.4% | $3,680-47.2% | $2,342-17.0% |
| Participant deferral / active EE | $2,856 | $2,854+0.1% | $3,897-26.7% | $3,332-14.3% |
| Admin fee / account holder | $11,037 | $3,841+187.4% | $5,194+112.5% | $4,645+137.6% |