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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 | $105,916 | $68,398+54.9% | $94,664+11.9% | $75,173+40.9% |
| Participation rate | 90.7% | 76.1%+14.6pp | 80.8%+9.9pp | 67.2%+23.5pp |
| Annual return | 17.84% | 616.72%-598.9pp | 156.84%-139.0pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,050 | $2,701-24.1% | $3,673-44.2% | $2,671-23.3% |
| Participant deferral / active EE | $4,739 | $6,537-27.5% | $7,417-36.1% | $4,126+14.9% |
| Admin fee / account holder | $3,519 | $5,324-33.9% | $7,222-51.3% | $5,651-37.7% |