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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 | $111,368 | $48,053+131.8% | $84,637+31.6% | $72,976+52.6% |
| Participation rate | 95.3% | 57.6%+37.7pp | 68.2%+27.1pp | 69.5%+25.8pp |
| Annual return | 21.20% | 37.39%-16.2pp | 258.82%-237.6pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,321 | $1,602-17.5% | $2,653-50.2% | $2,440-45.8% |
| Participant deferral / active EE | $5,300 | $2,681+97.7% | $3,900+35.9% | $3,608+46.9% |
| Admin fee / account holder | $10,650 | $3,395+213.7% | $4,914+116.7% | $5,124+107.8% |