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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 | $126,471 | $47,479+166.4% | $62,929+101.0% | $82,448+53.4% |
| Participation rate | 82.3% | 66.9%+15.4pp | 73.1%+9.1pp | 68.1%+14.2pp |
| Annual return | 14.99% | 20.34%-5.4pp | 1063.93%-1048.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,089 | $1,885+63.9% | $2,505+23.3% | $2,551+21.1% |
| Participant deferral / active EE | $4,817 | $2,870+67.8% | $3,888+23.9% | $4,139+16.4% |
| Admin fee / account holder | $10,551 | $3,804+177.4% | $5,065+108.3% | $7,234+45.8% |