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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 | $29,667+237.9% | $56,441+77.6% | $80,874+24.0% |
| Participation rate | 86.5% | 41.7%+44.8pp | 52.5%+34.0pp | 67.6%+18.8pp |
| Annual return | 11.68% | 35.22%-23.5pp | 1704.21%-1692.5pp | 35.62%-23.9pp |
| Employer contribution / active EE | $5,637 | $669+742.2% | $1,039+442.5% | $2,756+104.6% |
| Participant deferral / active EE | $6,038 | $1,227+392.3% | $1,953+209.2% | $4,297+40.5% |
| Admin fee / account holder | $5,692 | $2,429+134.3% | $2,829+101.2% | $6,935-17.9% |