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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 | $89,048 | $48,570+83.3% | $130,660-31.8% | $72,975+22.0% |
| Participation rate | 98.2% | 58.6%+39.6pp | 71.7%+26.5pp | 69.5%+28.7pp |
| Annual return | 21.12% | 38.63%-17.5pp | 1709.29%-1688.2pp | 81.01%-59.9pp |
| Employer contribution / active EE | $3,491 | $1,334+161.7% | $4,092-14.7% | $2,440+43.1% |
| Participant deferral / active EE | $5,784 | $2,384+142.6% | $3,603+60.5% | $3,608+60.3% |
| Admin fee / account holder | $7,827 | $3,549+120.5% | $5,463+43.3% | $5,124+52.8% |