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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 | $114,389 | $53,128+115.3% | $86,582+32.1% | $70,126+63.1% |
| Participation rate | 83.7% | 65.3%+18.4pp | 73.5%+10.2pp | 69.5%+14.2pp |
| Annual return | 17.94% | 27.66%-9.7pp | 965.08%-947.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $6,322 | $2,068+205.7% | $2,839+122.7% | $2,343+169.9% |
| Participant deferral / active EE | $3,840 | $2,695+42.5% | $3,609+6.4% | $3,332+15.2% |
| Admin fee / account holder | $1,804 | $3,584-49.7% | $4,904-63.2% | $4,645-61.2% |