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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 | $102,595 | $48,284+112.5% | $67,524+51.9% | $80,911+26.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.6%+28.5pp |
| Annual return | 12.95% | 18.27%-5.3pp | 3519.41%-3506.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $4,518 | $2,021+123.5% | $2,734+65.3% | $2,756+64.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,349 | $3,688+99.3% | $4,001+83.7% | $6,935+6.0% |