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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 | $108,301 | $70,684+53.2% | $169,390-36.1% | $75,173+44.1% |
| Participation rate | 98.2% | 64.8%+33.4pp | 77.2%+21.0pp | 67.2%+31.0pp |
| Annual return | 19.45% | 36.38%-16.9pp | 406.07%-386.6pp | 160.72%-141.3pp |
| Employer contribution / active EE | $6,666 | $2,211+201.5% | $4,013+66.1% | $2,671+149.6% |
| Participant deferral / active EE | $10,872 | $4,310+152.3% | $6,222+74.7% | $4,126+163.5% |
| Admin fee / account holder | $4,817 | $5,404-10.9% | $9,015-46.6% | $5,651-14.7% |