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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 | $123,563 | $96,136+28.5% | $135,987-9.1% | $80,925+52.7% |
| Participation rate | 97.4% | 71.2%+26.2pp | 76.4%+21.0pp | 67.7%+29.8pp |
| Annual return | 13.95% | 28.70%-14.8pp | 580.01%-566.1pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,090 | $3,350-7.7% | $4,214-26.7% | $2,756+12.1% |
| Participant deferral / active EE | $8,324 | $5,706+45.9% | $7,027+18.5% | $4,299+93.6% |
| Admin fee / account holder | $50,915 | $8,236+518.2% | $6,716+658.2% | $6,940+633.6% |