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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 | $113,881 | $80,812+40.9% | $160,784-29.2% | $82,448+38.1% |
| Participation rate | 98.5% | 66.2%+32.3pp | 77.0%+21.6pp | 68.1%+30.5pp |
| Annual return | 16.59% | 100.59%-84.0pp | 1803.92%-1787.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $7,513 | $2,174+245.6% | $3,733+101.3% | $2,551+194.5% |
| Participant deferral / active EE | $11,980 | $4,335+176.3% | $6,293+90.4% | $4,139+189.4% |
| Admin fee / account holder | $11,572 | $7,695+50.4% | $9,717+19.1% | $7,234+60.0% |