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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 | $238,057 | $80,812+194.6% | $160,784+48.1% | $82,448+188.7% |
| Participation rate | 72.4% | 66.2%+6.2pp | 77.0%-4.5pp | 68.1%+4.3pp |
| Annual return | 13.51% | 100.59%-87.1pp | 1803.92%-1790.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,876 | $2,174+32.3% | $3,733-23.0% | $2,551+12.7% |
| Participant deferral / active EE | $10,086 | $4,335+132.6% | $6,293+60.3% | $4,139+143.7% |
| Admin fee / account holder | $32,593 | $7,695+323.5% | $9,717+235.4% | $7,234+350.5% |