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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 | $103,498 | $48,011+115.6% | $63,803+62.2% | $82,637+25.2% |
| Participation rate | 95.2% | 66.6%+28.7pp | 72.7%+22.5pp | 68.1%+27.2pp |
| Annual return | 15.18% | 19.84%-4.7pp | 543.72%-528.5pp | 53.51%-38.3pp |
| Employer contribution / active EE | $4,619 | $1,904+142.7% | $2,532+82.4% | $2,552+81.0% |
| Participant deferral / active EE | $5,452 | $2,846+91.6% | $3,843+41.9% | $4,126+32.1% |
| Admin fee / account holder | $10,629 | $3,873+174.4% | $5,196+104.5% | $7,339+44.8% |