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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 | $124,804 | $47,479+162.9% | $62,929+98.3% | $82,448+51.4% |
| Participation rate | 83.3% | 66.9%+16.5pp | 73.1%+10.2pp | 68.1%+15.3pp |
| Annual return | 15.46% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,123 | $1,885+118.7% | $2,505+64.6% | $2,551+61.6% |
| Participant deferral / active EE | $4,142 | $2,870+44.3% | $3,888+6.5% | $4,139+0.1% |
| Admin fee / account holder | $3,917 | $3,804+3.0% | $5,065-22.7% | $7,234-45.9% |