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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 | $110,113 | $60,119+83.2% | $90,430+21.8% | $79,858+37.9% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 22.50% | 71.94%-49.4pp | 1293.73%-1271.2pp | 31.72%-9.2pp |
| Employer contribution / active EE | $4,596 | $2,068+122.3% | $3,262+40.9% | $2,471+86.0% |
| Participant deferral / active EE | $8,637 | $2,938+194.0% | $3,963+118.0% | $3,740+130.9% |
| Admin fee / account holder | $2,700 | $3,976-32.1% | $5,613-51.9% | $5,306-49.1% |