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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 | $98,129 | $48,327+103.1% | $67,575+45.2% | $80,935+21.2% |
| Participation rate | 77.3% | 66.4%+10.9pp | 72.9%+4.4pp | 67.7%+9.6pp |
| Annual return | 12.62% | 18.31%-5.7pp | 3528.98%-3516.4pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,453 | $2,022+70.8% | $2,736+26.2% | $2,757+25.3% |
| Participant deferral / active EE | $7,339 | $2,927+150.7% | $4,003+83.3% | $4,299+70.7% |
| Admin fee / account holder | $17,863 | $3,692+383.8% | $3,993+347.4% | $6,924+158.0% |