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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 | $55,423+103.4% | $155,602-27.5% | $74,400+51.6% |
| Participation rate | 93.7% | 61.9%+31.8pp | 78.2%+15.5pp | 67.2%+26.5pp |
| Annual return | 12.29% | 269.07%-256.8pp | 64.81%-52.5pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $5,049 | $2,266+122.8% | $4,675+8.0% | $2,624+92.4% |
| Participant deferral / active EE | $5,918 | $2,835+108.8% | $5,629+5.1% | $4,348+36.1% |
| Admin fee / account holder | $10,731 | $1,744+515.1% | $15,923-32.6% | $1,944+452.1% |