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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 | $115,023 | $58,258+97.4% | $81,820+40.6% | $80,925+42.1% |
| Participation rate | 97.1% | 63.5%+33.7pp | 72.4%+24.8pp | 67.7%+29.5pp |
| Annual return | 11.80% | 41.76%-30.0pp | 777.93%-766.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $5,941 | $2,345+153.3% | $2,915+103.8% | $2,756+115.6% |
| Participant deferral / active EE | $1,831 | $3,284-44.2% | $4,323-57.6% | $4,299-57.4% |
| Admin fee / account holder | $23,085 | $4,976+363.9% | $7,391+212.4% | $6,940+232.6% |