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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 | $110,270 | $80,812+36.5% | $160,784-31.4% | $82,448+33.7% |
| Participation rate | 82.0% | 66.2%+15.8pp | 77.0%+5.0pp | 68.1%+13.9pp |
| Annual return | 15.59% | 100.59%-85.0pp | 1803.92%-1788.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,132 | $2,174+136.1% | $3,733+37.5% | $2,551+101.2% |
| Participant deferral / active EE | $10,178 | $4,335+134.8% | $6,293+61.7% | $4,139+145.9% |
| Admin fee / account holder | $2,640 | $7,695-65.7% | $9,717-72.8% | $7,234-63.5% |