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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 | $102,599 | $78,607+30.5% | $105,624-2.9% | $74,478+37.8% |
| Participation rate | 82.4% | 72.8%+9.6pp | 75.3%+7.2pp | 67.2%+15.2pp |
| Annual return | 14.05% | 15.96%-1.9pp | 116.20%-102.2pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $3,948 | $2,523+56.5% | $3,168+24.6% | $2,626+50.3% |
| Participant deferral / active EE | $3,159 | $4,325-27.0% | $5,013-37.0% | $4,350-27.4% |
| Admin fee / account holder | $5,609 | $2,220+152.7% | $10,961-48.8% | $1,946+188.2% |