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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 | $100,964 | $56,134+79.9% | $96,192+5.0% | $85,851+17.6% |
| Participation rate | 97.8% | 56.7%+41.1pp | 68.4%+29.4pp | 69.3%+28.5pp |
| Annual return | 13.48% | 42.30%-28.8pp | 192.09%-178.6pp | 318.63%-305.2pp |
| Employer contribution / active EE | $2,652 | $1,620+63.7% | $2,799-5.3% | $2,565+3.4% |
| Participant deferral / active EE | $4,883 | $2,858+70.9% | $4,351+12.2% | $3,952+23.5% |
| Admin fee / account holder | $19,110 | $3,769+407.0% | $5,539+245.0% | $6,261+205.2% |