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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 | $111,966 | $68,394+63.7% | $94,672+18.3% | $75,177+48.9% |
| Participation rate | 96.6% | 76.1%+20.5pp | 80.8%+15.7pp | 67.2%+29.3pp |
| Annual return | 18.78% | 616.92%-598.1pp | 156.89%-138.1pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,621 | $2,701-40.0% | $3,673-55.9% | $2,671-39.3% |
| Participant deferral / active EE | $6,810 | $6,536+4.2% | $7,417-8.2% | $4,126+65.0% |
| Admin fee / account holder | $26,706 | $5,326+401.4% | $7,222+269.8% | $5,651+372.6% |