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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 | $107,731 | $57,352+87.8% | $83,831+28.5% | $64,173+67.9% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | 20.84% | 11.38%+9.5pp | 850.99%-830.1pp | 7.63%+13.2pp |
| Employer contribution / active EE | $1,852 | $2,546-27.3% | $3,631-49.0% | $2,381-22.2% |
| Participant deferral / active EE | $4,385 | $2,993+46.5% | $4,082+7.4% | $3,470+26.4% |
| Admin fee / account holder | $9,502 | $4,046+134.8% | $5,479+73.4% | $4,887+94.4% |