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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 | $123,282 | $56,640+117.7% | $78,002+58.1% | $55,167+123.5% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.5%+23.6pp | 69.0%+30.1pp |
| Annual return | 7.80% | 2868.48%-2860.7pp | 425.99%-418.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $4,204 | $1,724+143.9% | $2,470+70.2% | $1,963+114.2% |
| Participant deferral / active EE | $3,478 | $2,778+25.2% | $3,497-0.6% | $3,054+13.9% |
| Admin fee / account holder | $6,909 | $467+1381.1% | $5,481+26.1% | $504+1271.2% |