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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 | $85,867 | $60,119+42.8% | $90,430-5.0% | $79,858+7.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.59% | 71.94%-49.3pp | 1293.73%-1271.1pp | 31.72%-9.1pp |
| Employer contribution / active EE | $2,460 | $2,068+19.0% | $3,262-24.6% | $2,471-0.4% |
| Participant deferral / active EE | $3,831 | $2,938+30.4% | $3,963-3.3% | $3,740+2.4% |
| Admin fee / account holder | $2,310 | $3,976-41.9% | $5,613-58.9% | $5,306-56.5% |