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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 | $104,574 | $58,311+79.3% | $81,882+27.7% | $80,959+29.2% |
| Participation rate | 94.6% | 63.5%+31.1pp | 72.4%+22.2pp | 67.7%+26.9pp |
| Annual return | 11.13% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $8,935 | $2,347+280.8% | $2,916+206.4% | $2,757+224.1% |
| Participant deferral / active EE | $6,080 | $3,287+85.0% | $4,323+40.6% | $4,300+41.4% |
| Admin fee / account holder | $4,891 | $4,752+2.9% | $7,360-33.5% | $6,925-29.4% |