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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 | $110,159 | $52,353+110.4% | $120,225-8.4% | $82,448+33.6% |
| Participation rate | 93.7% | 58.3%+35.3pp | 69.6%+24.1pp | 68.1%+25.6pp |
| Annual return | 17.90% | 61.85%-43.9pp | 439.23%-421.3pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,438 | $1,510-4.8% | $3,475-58.6% | $2,551-43.6% |
| Participant deferral / active EE | $9,270 | $2,627+252.9% | $3,999+131.8% | $4,139+124.0% |
| Admin fee / account holder | $9,721 | $4,363+122.8% | $5,696+70.7% | $7,234+34.4% |