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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 | $119,180 | $65,440+82.1% | $98,506+21.0% | $85,851+38.8% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.3pp |
| Annual return | 17.94% | 21.75%-3.8pp | 1494.92%-1477.0pp | 318.63%-300.7pp |
| Employer contribution / active EE | $4,185 | $2,169+92.9% | $2,961+41.3% | $2,565+63.1% |
| Participant deferral / active EE | $4,784 | $3,168+51.0% | $4,277+11.8% | $3,952+21.0% |
| Admin fee / account holder | $4,121 | $4,596-10.3% | $5,955-30.8% | $6,261-34.2% |