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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 | $112,119 | $57,312+95.6% | $86,617+29.4% | $75,181+49.1% |
| Participation rate | 74.1% | 63.2%+10.9pp | 71.7%+2.4pp | 67.2%+6.9pp |
| Annual return | 18.36% | 2672.78%-2654.4pp | 591.91%-573.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $4,857 | $2,315+109.8% | $3,023+60.7% | $2,671+81.9% |
| Participant deferral / active EE | $3,203 | $3,319-3.5% | $4,437-27.8% | $4,126-22.4% |
| Admin fee / account holder | $2,682 | $4,114-34.8% | $5,613-52.2% | $5,650-52.5% |