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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 | $112,753 | $55,470+103.3% | $155,556-27.5% | $74,478+51.4% |
| Participation rate | 93.7% | 61.9%+31.8pp | 78.2%+15.5pp | 67.2%+26.5pp |
| Annual return | 12.29% | 269.80%-257.5pp | 64.84%-52.5pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $5,049 | $2,267+122.7% | $4,675+8.0% | $2,626+92.2% |
| Participant deferral / active EE | $5,918 | $2,838+108.5% | $5,631+5.1% | $4,350+36.0% |
| Admin fee / account holder | $10,731 | $1,744+515.2% | $15,885-32.4% | $1,946+451.5% |