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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 | $126,290 | $85,171+48.3% | $172,753-26.9% | $72,976+73.1% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 16.84% | 27.32%-10.5pp | 803.00%-786.2pp | 81.02%-64.2pp |
| Employer contribution / active EE | $1,144 | $3,324-65.6% | $5,144-77.8% | $2,440-53.1% |
| Participant deferral / active EE | $7,688 | $3,260+135.8% | $5,198+47.9% | $3,608+113.1% |
| Admin fee / account holder | $12,113 | $5,880+106.0% | $13,956-13.2% | $5,124+136.4% |