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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 | $121,070 | $55,446+118.4% | $155,574-22.2% | $74,429+62.7% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 12.07% | 269.20%-257.1pp | 64.87%-52.8pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $5,598 | $2,266+147.0% | $4,676+19.7% | $2,625+113.3% |
| Participant deferral / active EE | $3,430 | $2,836+20.9% | $5,629-39.1% | $4,348-21.1% |
| Admin fee / account holder | $4,971 | $1,743+185.2% | $15,914-68.8% | $1,944+155.7% |