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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 | $100,254 | $29,733+237.2% | $56,025+78.9% | $80,959+23.8% |
| Participation rate | 86.5% | 41.7%+44.8pp | 52.5%+34.0pp | 67.7%+18.8pp |
| Annual return | 11.68% | 35.28%-23.6pp | 1712.69%-1701.0pp | 35.67%-24.0pp |
| Employer contribution / active EE | $5,637 | $672+739.2% | $1,042+441.2% | $2,757+104.5% |
| Participant deferral / active EE | $6,038 | $1,229+391.1% | $1,955+208.9% | $4,300+40.4% |
| Admin fee / account holder | $5,692 | $2,434+133.9% | $2,828+101.2% | $6,925-17.8% |