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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 | $122,999 | $47,479+159.1% | $62,929+95.5% | $82,448+49.2% |
| Participation rate | 96.2% | 66.9%+29.3pp | 73.1%+23.0pp | 68.1%+28.1pp |
| Annual return | 15.58% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $6,599 | $1,885+250.0% | $2,505+163.5% | $2,551+158.7% |
| Participant deferral / active EE | $7,011 | $2,870+144.2% | $3,888+80.3% | $4,139+69.4% |
| Admin fee / account holder | $7,524 | $3,804+97.8% | $5,065+48.6% | $7,234+4.0% |