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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 | $115,218 | $75,832+51.9% | $147,617-21.9% | $59,633+93.2% |
| Participation rate | 92.4% | 71.6%+20.8pp | 84.6%+7.8pp | 68.7%+23.7pp |
| Annual return | 1.07% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $6,316 | $3,485+81.3% | $5,564+13.5% | $2,203+186.8% |
| Participant deferral / active EE | $5,547 | $3,131+77.2% | $4,895+13.3% | $3,192+73.8% |
| Admin fee / account holder | $4,285 | $5,986-28.4% | $11,612-63.1% | $4,297-0.3% |