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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 | $117,367 | $51,631+127.3% | $129,397-9.3% | $80,925+45.0% |
| Participation rate | 92.3% | 56.9%+35.4pp | 69.6%+22.7pp | 67.7%+24.6pp |
| Annual return | 11.15% | 20.77%-9.6pp | 9453.98%-9442.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $5,085 | $1,583+221.2% | $4,154+22.4% | $2,756+84.5% |
| Participant deferral / active EE | $7,653 | $2,670+186.6% | $4,167+83.6% | $4,299+78.0% |
| Admin fee / account holder | $26,727 | $4,309+520.3% | $7,679+248.1% | $6,940+285.1% |