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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 | $55,472+118.3% | $155,567-22.2% | $74,546+62.4% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 12.07% | 268.72%-256.6pp | 64.74%-52.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $5,598 | $2,269+146.7% | $4,674+19.8% | $2,624+113.3% |
| Participant deferral / active EE | $3,430 | $2,838+20.9% | $5,628-39.1% | $4,347-21.1% |
| Admin fee / account holder | $4,971 | $1,743+185.3% | $15,916-68.8% | $1,944+155.8% |