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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 | $101,983 | $49,896+104.4% | $80,627+26.5% | $75,173+35.7% |
| Participation rate | 96.2% | 55.3%+40.8pp | 67.0%+29.1pp | 67.2%+29.0pp |
| Annual return | 19.46% | 34.67%-15.2pp | 936.76%-917.3pp | 160.72%-141.3pp |
| Employer contribution / active EE | $4,562 | $1,699+168.6% | $2,723+67.6% | $2,671+70.8% |
| Participant deferral / active EE | $2,611 | $2,992-12.7% | $4,443-41.2% | $4,126-36.7% |
| Admin fee / account holder | $2,216 | $3,578-38.1% | $5,381-58.8% | $5,651-60.8% |