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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 | $55,437+118.4% | $155,534-22.2% | $74,459+62.6% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 12.07% | 269.58%-257.5pp | 64.92%-52.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $5,598 | $2,266+147.0% | $4,675+19.7% | $2,626+113.2% |
| Participant deferral / active EE | $3,430 | $2,837+20.9% | $5,630-39.1% | $4,350-21.2% |
| Admin fee / account holder | $4,971 | $1,742+185.3% | $15,900-68.7% | $1,945+155.6% |