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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 | $115,640 | $47,479+143.6% | $62,929+83.8% | $82,448+40.3% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 20.40% | 20.34%+0.1pp | 1063.93%-1043.5pp | 41.64%-21.2pp |
| Employer contribution / active EE | $4,910 | $1,885+160.4% | $2,505+96.0% | $2,551+92.5% |
| Participant deferral / active EE | $8,455 | $2,870+194.6% | $3,888+117.5% | $4,139+104.3% |
| Admin fee / account holder | $2,833 | $3,804-25.5% | $5,065-44.1% | $7,234-60.8% |