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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 | $103,412 | $80,812+28.0% | $160,784-35.7% | $82,448+25.4% |
| Participation rate | 95.7% | 66.2%+29.5pp | 77.0%+18.8pp | 68.1%+27.6pp |
| Annual return | 17.47% | 100.59%-83.1pp | 1803.92%-1786.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $6,443 | $2,174+196.4% | $3,733+72.6% | $2,551+152.6% |
| Participant deferral / active EE | $6,899 | $4,335+59.1% | $6,293+9.6% | $4,139+66.7% |
| Admin fee / account holder | $898 | $7,695-88.3% | $9,717-90.8% | $7,234-87.6% |