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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 | $102,110 | $56,116+82.0% | $135,768-24.8% | $86,983+17.4% |
| Participation rate | 97.9% | 60.1%+37.7pp | 71.1%+26.8pp | 69.5%+28.3pp |
| Annual return | 20.95% | 125.33%-104.4pp | 526.10%-505.1pp | 25.83%-4.9pp |
| Employer contribution / active EE | $4,482 | $1,528+193.4% | $3,394+32.1% | $2,584+73.4% |
| Participant deferral / active EE | $9,163 | $2,690+240.7% | $3,977+130.4% | $4,194+118.5% |
| Admin fee / account holder | $3,149 | $4,314-27.0% | $7,048-55.3% | $7,856-59.9% |