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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 | $112,469 | $75,962+48.1% | $154,111-27.0% | $64,173+75.3% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | 12.71% | 30.32%-17.6pp | 735.18%-722.5pp | 7.63%+5.1pp |
| Employer contribution / active EE | $7,778 | $3,350+132.2% | $5,298+46.8% | $2,381+226.7% |
| Participant deferral / active EE | $4,737 | $3,175+49.2% | $5,081-6.8% | $3,470+36.5% |
| Admin fee / account holder | $18,114 | $5,589+224.1% | $13,411+35.1% | $4,887+270.6% |