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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 | $111,455 | $80,812+37.9% | $160,784-30.7% | $82,448+35.2% |
| Participation rate | 96.6% | 66.2%+30.3pp | 77.0%+19.6pp | 68.1%+28.5pp |
| Annual return | 21.88% | 100.59%-78.7pp | 1803.92%-1782.0pp | 41.64%-19.8pp |
| Employer contribution / active EE | $8,668 | $2,174+298.7% | $3,733+132.2% | $2,551+239.8% |
| Participant deferral / active EE | $15,709 | $4,335+262.3% | $6,293+149.6% | $4,139+279.5% |
| Admin fee / account holder | $1,822 | $7,695-76.3% | $9,717-81.2% | $7,234-74.8% |