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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 | $102,917 | $47,479+116.8% | $62,929+63.5% | $82,448+24.8% |
| Participation rate | 82.4% | 66.9%+15.5pp | 73.1%+9.2pp | 68.1%+14.3pp |
| Annual return | 12.89% | 20.34%-7.5pp | 1063.93%-1051.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,146 | $1,885+66.9% | $2,505+25.6% | $2,551+23.3% |
| Participant deferral / active EE | $5,206 | $2,870+81.4% | $3,888+33.9% | $4,139+25.8% |
| Admin fee / account holder | $4,087 | $3,804+7.4% | $5,065-19.3% | $7,234-43.5% |