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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 | $111,195 | $80,812+37.6% | $160,784-30.8% | $82,448+34.9% |
| Participation rate | 96.4% | 66.2%+30.2pp | 77.0%+19.5pp | 68.1%+28.4pp |
| Annual return | 16.73% | 100.59%-83.9pp | 1803.92%-1787.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $9,663 | $2,174+344.5% | $3,733+158.9% | $2,551+278.8% |
| Participant deferral / active EE | $11,686 | $4,335+169.5% | $6,293+85.7% | $4,139+182.3% |
| Admin fee / account holder | $14,046 | $7,695+82.5% | $9,717+44.6% | $7,234+94.2% |