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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 | $99,981 | $51,638+93.6% | $68,368+46.2% | $82,448+21.3% |
| Participation rate | 94.7% | 63.6%+31.1pp | 73.8%+21.0pp | 68.1%+26.7pp |
| Annual return | 14.60% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,784 | $2,047+182.6% | $2,649+118.4% | $2,551+126.7% |
| Participant deferral / active EE | $5,439 | $2,914+86.7% | $4,123+31.9% | $4,139+31.4% |
| Admin fee / account holder | $11,525 | $4,643+148.2% | $5,150+123.8% | $7,234+59.3% |