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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 | $112,204 | $48,570+131.0% | $130,660-14.1% | $72,975+53.8% |
| Participation rate | 93.3% | 58.6%+34.8pp | 71.7%+21.6pp | 69.5%+23.8pp |
| Annual return | 22.50% | 38.63%-16.1pp | 1709.29%-1686.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $4,934 | $1,334+269.8% | $4,092+20.6% | $2,440+102.2% |
| Participant deferral / active EE | $11,447 | $2,384+380.2% | $3,603+217.7% | $3,608+217.3% |
| Admin fee / account holder | $3,847 | $3,549+8.4% | $5,463-29.6% | $5,124-24.9% |