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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 | $97,493 | $48,337+101.7% | $67,560+44.3% | $80,959+20.4% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.7%+28.6pp |
| Annual return | 12.47% | 18.26%-5.8pp | 3533.50%-3521.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $9,416 | $2,023+365.5% | $2,737+244.1% | $2,757+241.5% |
| Participant deferral / active EE | $9,449 | $2,928+222.7% | $4,004+136.0% | $4,300+119.7% |
| Admin fee / account holder | $5,110 | $3,695+38.3% | $3,994+28.0% | $6,925-26.2% |