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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 | $109,107 | $80,812+35.0% | $160,784-32.1% | $82,448+32.3% |
| Participation rate | 98.9% | 66.2%+32.6pp | 77.0%+21.9pp | 68.1%+30.8pp |
| Annual return | 17.14% | 100.59%-83.5pp | 1803.92%-1786.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,129 | $2,174-2.1% | $3,733-43.0% | $2,551-16.6% |
| Participant deferral / active EE | $6,402 | $4,335+47.7% | $6,293+1.7% | $4,139+54.7% |
| Admin fee / account holder | $3,389 | $7,695-56.0% | $9,717-65.1% | $7,234-53.1% |