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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 | $106,148 | $79,449+33.6% | $189,575-44.0% | $85,847+23.6% |
| Participation rate | 97.8% | 66.0%+31.8pp | 78.4%+19.3pp | 69.3%+28.5pp |
| Annual return | 12.46% | 18.45%-6.0pp | 64.19%-51.7pp | 318.61%-306.1pp |
| Employer contribution / active EE | $4,023 | $2,081+93.3% | $4,412-8.8% | $2,565+56.8% |
| Participant deferral / active EE | $9,243 | $4,051+128.1% | $6,174+49.7% | $3,952+133.9% |
| Admin fee / account holder | $17,753 | $5,377+230.2% | $9,806+81.1% | $6,261+183.6% |