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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 | $103,583 | $80,812+28.2% | $160,784-35.6% | $82,448+25.6% |
| Participation rate | 97.7% | 66.2%+31.4pp | 77.0%+20.7pp | 68.1%+29.6pp |
| Annual return | 21.09% | 100.59%-79.5pp | 1803.92%-1782.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $9,819 | $2,174+351.7% | $3,733+163.1% | $2,551+284.9% |
| Participant deferral / active EE | $17,207 | $4,335+296.9% | $6,293+173.4% | $4,139+315.7% |
| Admin fee / account holder | $5,447 | $7,695-29.2% | $9,717-43.9% | $7,234-24.7% |