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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 | $97,013 | $65,440+48.2% | $98,506-1.5% | $85,851+13.0% |
| Participation rate | 93.5% | 65.0%+28.5pp | 73.3%+20.1pp | 69.3%+24.2pp |
| Annual return | 12.64% | 21.75%-9.1pp | 1494.92%-1482.3pp | 318.63%-306.0pp |
| Employer contribution / active EE | $5,579 | $2,169+157.2% | $2,961+88.4% | $2,565+117.5% |
| Participant deferral / active EE | $4,681 | $3,168+47.8% | $4,277+9.5% | $3,952+18.4% |
| Admin fee / account holder | $9,968 | $4,596+116.9% | $5,955+67.4% | $6,261+59.2% |