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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 | $119,481 | $88,087+35.6% | $164,866-27.5% | $74,546+60.3% |
| Participation rate | 84.8% | 73.1%+11.7pp | 78.6%+6.2pp | 67.2%+17.6pp |
| Annual return | 27.37% | 17.27%+10.1pp | 69.97%-42.6pp | 1366.03%-1338.7pp |
| Employer contribution / active EE | $5,503 | $2,595+112.0% | $4,343+26.7% | $2,624+109.7% |
| Participant deferral / active EE | $7,809 | $4,499+73.6% | $6,033+29.4% | $4,347+79.6% |
| Admin fee / account holder | $21,438 | $2,232+860.7% | $12,689+68.9% | $1,944+1003.0% |