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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 | $127,357 | $100,033+27.3% | $149,716-14.9% | $70,124+81.6% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 22.68% | 27.43%-4.8pp | 1501.67%-1479.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,508 | $3,661-31.5% | $5,444-53.9% | $2,342+7.1% |
| Participant deferral / active EE | $6,226 | $4,982+25.0% | $6,568-5.2% | $3,332+86.9% |
| Admin fee / account holder | $380 | $8,285-95.4% | $11,282-96.6% | $4,645-91.8% |