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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 | $88,269 | $39,798+121.8% | $67,704+30.4% | $59,633+48.0% |
| Participation rate | 77.8% | 57.4%+20.4pp | 67.5%+10.3pp | 68.7%+9.1pp |
| Annual return | 1.20% | 89.94%-88.7pp | 25.41%-24.2pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $5,024 | $1,393+260.7% | $2,559+96.3% | $2,203+128.1% |
| Participant deferral / active EE | $11,891 | $2,335+409.3% | $3,585+231.7% | $3,192+272.6% |
| Admin fee / account holder | $10,786 | $3,212+235.8% | $4,255+153.5% | $4,297+151.0% |