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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 | $73,582 | $47,479+55.0% | $62,929+16.9% | $82,448-10.8% |
| Participation rate | 95.2% | 66.9%+28.4pp | 73.1%+22.1pp | 68.1%+27.2pp |
| Annual return | 14.00% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,516 | $1,885-19.6% | $2,505-39.5% | $2,551-40.6% |
| Participant deferral / active EE | $4,418 | $2,870+53.9% | $3,888+13.6% | $4,139+6.7% |
| Admin fee / account holder | $17,615 | $3,804+363.1% | $5,065+247.8% | $7,234+143.5% |